15 October 2025
If you’re selling a financial planning business, quality data can quickly magnify future growth potential, speed up the transaction and enhance your chances…
Stuart Alsop Director of Sales at intelliflo Australia
1 October 2025
Financial advice businesses can use data to prove their market value ahead of a sale, to better understand client trends and ultimately seize a competitive…
10 September 2025
Data is the oxygen of today’s business environment: it needs to be secure, accurate and accessible. Once those foundations are achieved, advice practices can…
26 August 2025
Technology now sits at the core of every financial planning business, but are advisers leveraging the data in their systems to take their practice to the next…
12 June 2024
Client portals are becoming a prized item on the Australian financial adviser’s service menu, with oversight and security among their…
10 April 2024
In an era where the seamlessness of banking apps and smart home devices has become a benchmark for user experience, the realm of professional advice technology…
21 September 2023
In today’s digital age, innovation is reshaping the way we access and interact with financial services. As the rise of technology continues to blend into…
18 August 2023
Cashflow modelling is an integral piece of the puzzle when it comes to working with new clients. But as time goes on, and your relationship with clients…
21 July 2023
As financial advisers, you’re likely all too familiar with the sense of unease that can ripple through your clientele when markets demonstrate unpredictable…
