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The latest news from myprosperity and beyond.
Latest news
Trusted tech for the trusted Accountant and Adviser
A key focus for myprosperity is providing a platform that both our partner firms and their clients can trust. Therefore, we continue to invest in platform security to provide peace of mind. One element of this is maintaining our ISO 27001 certification, which verifies...
Popular this week
PKF’s holistic approach to servicing clients
Revenue: $20M+Clients: 4,000+Staff: 150+Services: Audit & Assurance, Business Advisory,...
Buy Now Pay Later, a debt trap for young people?
As someone who's not a rampant Twitter user, I sent out a tweet a few weeks ago after reading...
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...
myprosperity and HUB24 extend partnership to launch digital signature functionality
myprosperity and HUB24 have announced that from this week advisers who use the HUB24 platform and...
WoWcrowd episode one – Creating a purpose mindset
After an incredible turn out for our premiere webcast, Creating a purpose mindset, excitement...
Accountants and advisers at the front line of SME mental health
If you tuned in to our myprosperity@home series through the onset of the COVID-19 pandemic, you...
Why this wealth manager isn’t focused on growing his practice
Firm snapshot Revenue: $10-20M Clients: 500-1,000 Staff: 21-40 Services: Investment Management,...
The WoWcrowd
What the advice industry needs right now is a dose of something different, an injection of a...
What it means to be technology led
Revenue: $20M+ Clients: 2,000+ Staff: 150+ Services: Accounting, Digital, Law, Private Wealth,...
Hat trick win at the Finnies 2020
#Aboutlastnight. In case you missed it, the inaugural Finnies Awards was held as a virtual...
Grimsey Wealth
Revenue: $10-20M Clients: 2,000+ Staff: 41-60 Services: Wealth Creation, Taxation and Financial...
Striking the right balance between compliance and affordable advice
As the Royal Commission has ushered in the need for increased compliance to ensure advisers are...
myprosperity back in the hunt at Finnies Awards
If there is one thing that the fintech industry loves, it’s a good awards ceremony. Now in its...
5 things in advisory this week 08.10
Here’s what happened this week: 1. It’s budget week! Treasurer Josh Frydenberg announced a slew of...
2020 Budget falls short for advice
The significance of last night’s Federal Budget for 2020 has been compared to that of the early...
5 things in advisory this week 01.10
Here’s what happened this week: 1. Early super applications slow - The latest APRA figures show...
Leading user experience with human centred design
We know, based on feedback from our advisor community, that updates and tips on how to make the...
5 things in advisory this week 24.09
Here’s what happened this week: 1. This accountant pivoted his career at 40 to become a financial...
Advice opportunities post COVID-19
In this challenging state of our economy and increasing unemployment numbers, nearly 30% of over...
5 things in advisory this week 17.09
Here’s what happened this week: 1. IIG has launched a new impact fund and is looking to raise $70...
Government getting behind Open Banking
It’s a bit of a challenge finding some good news stories at the moment, but there was a pearler...
6 things to teach your kids about money
Coming off Father’s day, and in light of the challenging economic circumstances we find ourselves...
5 things in advisory this week 04.09
Here’s what happened this week: 1. Financial planners are under pressure to continuously show...
Four trends driving tech adoption in whole of wealth
COVID-19 is accelerating the adoption of technology across the whole-of-wealth industry, but even...