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Aged care investing a new frontier for retirement clients
Aligning aged care funding more closely with investing for retirement could help improve retirees' confidence to comfortably spend their nest egg, a retirement expert has ...
NEWS • Wed, 16 Dec 2020
Midwinter unveils agreement with Wealth Today
Advice software group Midwinter has announced a new agreement with listed advice group Wealth Today to supply its more than 100 advisers with time-saving compliance ...
NEWS • Tue, 01 Dec 2020
Technology separates managed portfolios into haves and have nots
Technology is a major differentiator in managed portfolios, and platforms that use it to innovate and unlock value for their clients will succeed.
BLOG • Fri, 13 Nov 2020
Clients for life
It’s safe to say – today’s advice business isn’t like yesterday’s.
BLOG • Fri, 02 Oct 2020
HNW advisers' best kept secret
High net worth Australians are seeking out professional financial advisers with institutional investment capabilities.
BLOG • Fri, 28 Aug 2020
Adviser Innovation Summit Day 1 - New-world technology meets old-world service
Within the next few years, advisers will be able to use affordable virtual reality technology to bring clients’ finances to life and improve engagement through an online ...
NEWS • Tue, 25 Aug 2020
Accounting firms' loss could be a win for advice
Graduates whose job offers at big four accounting firms have fallen through due to COVID-19 cutbacks are now turning to financial planning businesses for job ...
NEWS • Mon, 24 Aug 2020
UK fintech makes Australia play
The neobank has ended its beta stage and rolled out its app to the broader Australian market, with plans to give customers access to features including cryptocurrencies, ...
NEWS • Mon, 17 Aug 2020
Robo advice driving lower fees for planners
Advisers are lowering their prices to compete with automated investment offerings as their clients increasingly look to digital tools to manage their money, new research ...
NEWS • Tue, 11 Aug 2020
