An Australian fintech provider managing director believes financial planners have been the most affected by the digital transformation brought on by the COVID-19 pandemic. On a new episode of the ifa
Mentoring a university graduate through their Professional Year may seem a daunting task for an adviser, writes Hans Egger, but there are some very good reasons to do it.
The client engagement platform has come on board as a platinum sponsor at the 2022 Adviser Innovation Summit. This year’s summit has been designed to equip advisers with the knowledge and tools arou
The current approach to how advisers discuss goals with their clients is “no longer” viable, according to the managing director of an Australian fintech provider. In a new opinion piece published