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Using the portal to identify new opportunities and extend wealth services
Firm snapshot Revenue: $1-5M Clients: 2,000+ Staff: 21-40 Services: Investment, taxation, business advisory, superannuation, accountancy, lending services, risk & estate planning. Tech Stack: myprosperity, Xplan, Supermate, MYOB AE, NetWealth, Macquarie Wrap, BT Wrap,...
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The future of wealth management
COVID-19 is accelerating the adoption of technology across the whole-of-wealth industry, but even...
5 things in advisory this week 20.08.20
Here’s what you need to know this week: 1. Advisers may be exiting the industry but demand for...
Connecting financial advice with good mental health
There is a strong link between financial and mental health. A recent survey of more than 2,000...
5 things in advisory this week 13.08
Here’s what you need to know this week: 1. Something to celebrate! IFA has announced the...
Meet myprosperity’s rising star, Karolina Kuszyk
I had the pleasure of interviewing our very own rising star, and finalist for the Fintech Leader...
5 things in advisory this week 06.08
Here’s what you need to know this week: 1. More super data - Since the pandemic took hold in...
Useful belief – how to deal with our current reality
In this final episode of myprosperity@home, Chris talks to world renowned motivational speaker and...
Early access to Super, a dilemma for our industry
Last week we wrote about the impact Covid-19 is having with regards to household debt levels,...
5 things you need to know in advisory this week 30.7
Here’s what you need to know this week: 1. We’re seeing a surge in debt levels recorded on the...
myprosperity sees record debt levels as Australian households navigate recession
As Australians increasingly turn to financial advisers to help navigate the COVID-19-induced...
Tech-enabled firms are seeing better exit valuations
The time has never been better for advice firms to go digital and avoid the threat of dropping...
5 things in advisory this week 23.07
As Melburnians continue to see Covid-19 cases increasing, and wearing face masks becoming...
Navigating the world of Digital Marketing with David Katic
This week’s episode will give you headway into a different trajectory, as Chris Ridd gets growth...
Are you a Star or a Laggard? Reflections on Netwealth’s 2020 AdviceTech Report
These days, it seems that any talk of the technology industry conjures images of a sea of green...
5 things in advisory this week 16.07
Here’s what you need to know this week: 1. AMP could face inquiry over its treatment of financial...
Leadership on a personal level with Brad Fox
This week, Chris Ridd speaks to the multi talented Brad Fox, owner of SmartBrave Consulting and...
Helping your clients manage their cashflow during tough times
If you are an adviser who has typically stayed away from cashflow management for clients, right...
5 things in advisory this week 09.07
As the NSW-Victoria border shuts and our Melbourne neighbours head back into lockdown, that light...
Keeping it real with Justine Figo
In this week’s episode, Chris Ridd talks to author and founder of Australia’s most genuinely...
What’s new at myprosperity in June 2020
In case you missed it, Stephen Jackel, CEO of myprosperity, took to the airwaves earlier today to...
5 things you need to know in advisory this week 03.07
Well if you’re in Victoria you’re either back in lockdown or you missed it by the skin of your...
Take a leaf out of Tim Henry’s book and deliver your clients individualised value
When Australia went into COVID lockdown no one quite knew what to expect. What followed was a...
5 things you need to know in advisory this week 26.06
1. Retirees anxious - The AFR’s Aleks Vickovich reports this week 80 per cent of older Australians...
Maintaining the human connection through technology with CEO of Class, Andrew Russell
When software company Class had to make the transition to working from home, CEO and Managing...
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