... philosophy at the time. Data and operational practicality : In the late 20th century, technology was limited, and reliable financial data were constrained. Making dynamic, real-time portfolio decisions, as required under TPA, simply was not possible. ... Read more

... Without workflow discipline, even the best tools create noise. This is where trained operational support becomes critical. Financial planning assistants and digital marketing assistants can be embedded directly into advice firms' workflows as accountable ... Read more

... enables analysis of large volumes of behavioural and demographic data to determine when a person is most likely to make a financial decision. Campaigns can then be timed and tailored to that moment, increasing both relevance and conversion. The result ... Read more

... when they contribute or withdraw. This matters particularly for funds like ours with substantial retail membership. Financial advisers rightly scrutinise how their clients' money is valued and whether unit pricing reflects genuine asset values. They ... Read more

... experience and strength and accolades such as being listed in the Top 50 Most influential Advisers in Australia by Financial Standard, certainly added to this credibility. Clients are attracted to a strong brand, and this is why I believe advice firms ... Read more

Those of us working within the financial services industry are only too aware how important it is to safeguard sensitive information against data breaches and other cyber threats. Digital vaults play a vital role in that. The perhaps unexpected embedded ... Read more

... down exactly what he wanted to study. Law - particularly taxation law - piqued his interests as did economics and the financial markets. So, he signed up for a double degree in commerce and law at Griffith University. "I thought that having a commerce ... Read more

As specialist recruiters in the financial planning industry, Recruit 2 Advice provides professional behavioural profiling in our standard service. We consider this additional information very valuable. Not only does it reinforce our positive views on ... Read more

... breaches are becoming more and more common. Statistics from VMware reveal a staggering 238% increase in cyberattacks on financial institutions during the first half of 2020. This wave of attacks came at an exorbitant cost, with an average of $5.72 million ... Read more

... advice. The recommendations already signalled as likely to be prioritised were "quick wins" to streamline traditional financial advice, and critically, to increase the role of super funds in the delivery of retirement advice to their members. Given that ... Read more