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Combining tech with emotional intelligence
John Cachia is well recognised in the financial advice industry for his Direction of AFA Group Wealth. A 2021 AFA Great Advice Award Vic Finalist, FSPower50 Most Influential Financial Adviser, AdviserRatings Top 30 in Australia and most recently the National Chair of...
Popular this week
Janine Allis on the WoWcrowd
This month, we continue our WoWcrowd series with another brilliant episode, and leading the...
Technology is the key to responsible lending
Earlier this week the controversial reforms that the Federal Government has been pushing...
COVID – a year on, and the year ahead
It was around this time last year that we entered into the first lockdown in Victoria, with...
Partner Spotlight: Financial Lifestyle Managers
The question that is asked more than any other before committing to a new client management...
WoWcrowd episode three – Get financially fit
To kick 2021 off, the first episode of the year had to be topical and motivating, especially given...
Would you recommend a neobank to your clients?
In 2014 when I was running Xero in Australia, I recall a rather prophetic article that quoted Mike...
Access to Advice: a $630B annual problem for Australia
Access to financial advice for ordinary Australians has become a big theme in the media of late,...
WoWcrowd episode two – Why invest in deeper relationships
The second episode of WoWcrowd led by Garry Lyon, former Captain of Melbourne Football Club and...
2021, an advice odyssey
When the pandemic first hit and markets went into meltdown in March of last year, Australians and...
A wrap up of 2020
Rounding out an unusual and memorable year, our CTO, Stephen Jackel hosted the final What’s New at...
Protect your business from cyber attacks
Our focus in 2020 has understandably been consumed by the community health crisis caused by...
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...