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The latest news from myprosperity and beyond.
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Bridging the Divide: A Comprehensive Insight on the myprosperity Client Experience
This blog post delves into the essence of the client experience, offering insights gleaned from a recent myprosperity webinar. The webinar was hosted by Karen Kairouz and Erin Klein, two seasoned professionals in the field, to shed light on what their clients have...
Popular this week
Finnacle: Providing accessible advice for millennials with technology
I had the pleasure to chat with Prashant Nagarajan from Finnacle about how he built his practice,...
Stanford Brown: A personalised approach to advice
Last week I had the pleasure of sitting down and discussing all things advice related with Vincent...
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...
From digitisation to transformation
Over the last couple of decades, the financial services industry has been slowly digitising every...
FYI x myprosperity: Taking automation to a whole new level
I am super excited to announce our latest addition to the myprosperity integration suite....
Deeper client relationships at scale
This week I had the pleasure of joining the XY Podcast, hosted by Fraser Jack, Head of Media for...
The case for senior clients and advice technology
When it comes to managing the portfolios of senior Australians, it can be easy to make...
Data is the new oil
In 2006, the phrase “data is the new oil” was coined by British data analyst and architect...
Meet myprosperity’s newest addition to the team, CPO Josh Centner
We’re super excited to introduce the newest addition to our award-winning team - joining us this...
Could Artificial Intelligence be the next game-changer in financial services?
In an early glimpse at some of the proposed spending commitments in this week's federal...
myprosperity x Midwinter: A tech stack that does the heavy-lifting for you
As the demand for quality financial advice grows, we find ourselves entering a new era of...
Silver lining in Financial Advice Landscape report
In mid-April, Adviser Ratings released its 2020 Advice Landscape Report and some findings...
How this wealth manager uses technology to uncover deeper insights for a holistic advice service
Much is written about how to grow your practice, how to scale using technology to provide...
Enhanced guest permissions put clients’ minds at ease
The best thing an accountant or adviser can do for their clients is put their mind at ease when it...
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...