AnnouncementsOpinion New wave of advisers leading the way with innovation in Financial Advice With a growing number of younger, university-educated financial advisers entering the market, the technology landscape…Paul Carey8 August 2019
AnnouncementsOpinion Will your technology monitor FASEA conduct? In January 2020, the financial advice industry enters a new phase in its life cycle…Paul Carey8 May 2019
AnnouncementsOpinion Are you effectively monitoring your advisers at a practice level? Recently we presented at a customer’s National professional development roadshow - a great opportunity to talk…Paul Carey29 March 2019
Opinion Shiny toys you can’t play with As a technology company you often meet prospects who are interested in the next “shiny…Lane Cipriani13 February 2019
Opinion Regtech provider pushes back: it’s on us, not advisers, to change The challenges regtech providers face in creating effective tools shouldn’t be passed on to advisers…Lane Cipriani21 January 2019
Opinion Are dealerships dead? Regardless of the findings from the Royal Commission into Misconduct into the Banking, Superannuation and…Lane Cipriani16 January 2019