4 June 2025
Catering to your clients according to their demographic or life stage is a good starting point, but it’s no longer enough to establish loyalty.…
Andrew Braun General Manager - Marketing at Netwealth Investments Limited
28 May 2025
For many financial advisors, the idea of adopting new technology can feel…
Douglas Morris Chief Executive Officer at Sharesight
29 April 2025
For years, the debate around active versus passive investing has raged on. And over the past decade, passive strategies have gained popularity thanks to their…
Eric Marais Investment Specialist & Head of Client at Orbis Investments
A special production
1 April 2025
Generational Wealth in Australia refers to the financial assets, property, and businesses transferred between generations of…
Felipe Araujo Chief Executive Officer at Generation life
31 March 2025
Launched by OpenAI in late 2022, the generative artificial intelligence chatbot was the first large language model service to promote large-scale awareness of…
Josh Ratnarajah Co-Founder at Paradino
26 March 2025
As your client’s investment portfolio grows, so do their capital gains tax (CGT) obligations — often becoming increasingly complex. Navigating these…
For decades, financial advice meetings have been dominated by dense, compliance-heavy documents—100-page behemoths packed with jargon, endless tables, and…
Aaron Cooper Chief Executive Officer at LivePreso
19 March 2025
When digital advice first launched in Australia, providers were constantly asked .. “So you offer Robo-Advice?” To which the reply was always: Most…
George Haramis Chief Executive Officer at MoneyGPS
5 February 2025
As a financial advisor, mastering the skill of risk management is crucial in delivering exceptional results for your clients.…
29 January 2025
Ask a financial adviser to name some of the most common pain points in their business and the amount of time spent on administrative tasks often tops the…
Alex Gassner Co-Founder at Paradino
22 January 2025
2024 was the year of the equity market rally that could. Despite pockets of (often extreme) volatility over the course of the year, both local and global…
James Waterworth Director of Wealth at BlackRock Australia
17 December 2024
The US equity rally so far shows no signs of slowing down, and in the wake of the US election results the S&P 500 has been sent to new…
11 December 2024
Investing is not just about numbers; it’s about people. The decisions investors make are often influenced by emotional and cognitive biases, which can…
Dan Miles Managing Director & Co-Chief Investment Officer at Innova Asset Management
27 November 2024
With the US election result having provided some welcome clarity to markets, focus now shifts to the broader macro environment as we head into 2025.…
Most successful journeys start with a plan. A journey to digital maturity is no different, it needs a well-defined plan that is based on sound judgement and…
13 November 2024
Digital transformation is a challenge for many advice firms, but some businesses do it better.…
5 November 2024
Three basic ingredients will help make you a successful investor: a defined strategy, discipline and time.…
Chris Hestelow Senior Investment Specialist at Allan Gray Australia
30 October 2024
With so many plug-and-play tools available, many advisers find themselves piecing together solutions that don’t quite…
Vincent Holland Co-founder at Plutosoft
We all know that the great majority of working Australians cannot afford the increasing cost of traditional comprehensive…
15 October 2024
Australia has a proud history of innovation, with world-changing inventions like Wi-Fi, Cochlear implants, Google Maps, and Black Box flight recorders all…
Evan Hinchliffe Head of Distribution, HOPE Housing Fund Management Limited
9 October 2024
Managed accounts are a popular and efficient way for advisers to offer investment solutions to their clients, thanks to their transparency, control, and…
Matthew Cho Head of Multi-Asset Solutions at Vanguard Australia
New technology has the potential to transform a financial advice business, from giving clients richer information about their goals and progress to helping the…
Jovana Djordjevic Director of Customer Success at intelliflo
2 October 2024
The way people experience financial advice is constantly evolving. But the rapid uptake of digital technology in recent years has accelerated shifts in both…
David Pritchard Executive Director at Colonial First State
24 September 2024
For most of your clients the 60-90 minutes of your annual review is where they will see the value of your services for the entire year and will determine…
Hans Egger Managing Director at AstuteWheel
