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

So we are now underwriting criminal scams?...

5 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 2 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

4 days 1 hour ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

2 weeks 5 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

4 weeks ago