On this episode of the ifa show, host Neil Griffiths is joined by Chris Stojcevski from Sharesight’s partnership team to discuss exactly what the tool does and why it’s proving to be incredibly popular within the sector.
As well as sharing the progress of Sharesight since its inception to today, Chris details the structural trends of financial advisers moving away from platforms to reduce costs for their clients and how his experience at June’s AI Summit drove that point home.
In the latest episode of The ifa Show, Andrew Gale and Stephen Huppert from the Actuaries Institute’s Help, Guidance and...
In the latest episode of The ifa Show, MLC Expand CEO Liz McCarthy and Shadforth Financial Group CEO Terry Dillon...
In this crossover episode of The ifa Show, host Keith Ford is joined by The SMSF Adviser Show co-host Aaron...
Private credit is reshaping commercial real estate finance. Success now depends on collaboration, discipline, and strong governance across the market.
Excitement sells stories, not stability. For long-term wealth, consistency and compounding matter most — proving that sometimes boring is the...
Excitement drives headlines, but steady returns build wealth. Real estate private credit delivers predictable performance, even through volatility.
Australian investors increasingly view Cardano (ADA) as a compelling cryptocurrency investment opportunity, particularly through staking mechanisms that generate passive income....
I’ve been off platform for years. I use xplan for reporting, writing plans for clients, CRM etc – can you tell me what benefit this system would be or is it just a double up?