2018 most read articles
We've dug through our analytics to uncover our 9 most popular articles.
Platforms - the original fintech
Platforms continue to evolve as specialist providers gain a bigger slice of the pie. It’s being reshaped as more advisers obtain their own AFSL or join smaller licensees, as well as by regulation, consumer expectations and technology ...
Managed accounts are not all the same
Despite their many benefits, not all managed accounts are the same; neither are their underlying technologies. Here we explore their differences and why investors should do their research before taking the leap.
Making sense of the average Aussie
The Census 2016 data gives advisers a great profile of the average or typical Australian. Who is the average Aussie and is your business positioned to help them in the future?
Encouraging millennials into a financial planning career
Understanding what drives Millennials (Gen Y) will help the financial planning profession attract great talent and remain viable. Find out how to successfully attract, recruit and keep Millennial staff.
Beginners guide to Managed Accounts
Managed accounts are quickly becoming a mainstream investment solution, utilising technology and matching consumer and advisers desire for more control and transparency. Find out what they offer.
Taking advice to all Australians
Bernie Ripoll, author of the Ripoll Report, outlines some of the challenges he sees facing the industry and urges financial planners to begin preparing for them now as the industry enters an era of massive disruption and change.
Are you doing enough to protect your client’s data?
A poorly managed security issue compromises your credibility and breaks trust with clients who depend on you to manage their money. Find out which cyber incidents are impacting the industry, and how you can protect against them.
Why ETFs might be a smart investment choice
Learn about the features and benefits of Exchange Traded Funds, trading tips and how to choose ETFs that are right for your investment portfolio from Damon Gosen of VanEck.
Customer profiling gets a revamp
Customer profiling technologies are undergoing a revolution, helping to create a more frictionless advice experience for customers. Here we look at what is in store for this vital part of the advice process, what is being used now, ...