PRACTIFI
Expert Analysis
Sustainable cashflow is the apex for financial advice firms today and growth can be a bitter pill to swallow amid growing compliance and administration costs, writes Umes...
People & Products
Adrian Johnstone would succeed co-founder and former CEO Glenn Elliott, who will maintain his role on the Practifi board and an ownership stake....
Expert Analysis
Stasis is the enemy of financial advice in Australia today. Some firms avoid changing the way they do business because they are accustomed to doing things a certain way, ...
People & Products
Practifi has launched a cybersecurity product for Australian advisers in light of the increased risk of hacking....
People & Products
Wealth management automation platform, Practifi, has announced its integration with financial planning solution, Voyant....
Financial planning
Financial advice technology provider Practifi has announced plans to expand further into the Australian market following investment into its data-driven wealth management...
People & Products
Practifi has announced its integration with XPLAN in a bid to help advisers manager compliance and efficiency issues. ...
People & Products
Sydney-based RegTech company, TIQK, has partnered with Practifi, a business management platform for financial advice, to offer a new compliance solution. ...
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...