Australian fintech iFactFind and global financial planning technology firm Voyant have integrated their offerings to facilitate a range of services driven by adviser dema...
Financial planning technology start-up, iFactFind, has upgraded its digital fact-find solution, adding a mini fact-find and functionality to support efficiency and the de...
Digitalisation is only growing in importance for clients, writes Alexandra Cain, so it is vital that advisers work out how they can implement it in their practices....
Advisers need not wait for a ‘holy grail’ technology solution as there are plenty of specialised software solutions out there that can drive efficiency in firms, accordin...
With a large proportion of financial advisers having now completed the FASEA exam, Alexandra Cain asks whether advisers who passed found it worthwhile?...
I really can't see how getting rid of the safeguards with no other changes achieves anything at all. We're still the ea...
Nowhere else in the world do innocent bystanders have to pay for the losses incurred to investors due to failed business...
Yet everything states profitability is much higher in a larger practice. As a smaller planning practice it is a hard sl...