How to make your practice more efficient and tech-friendly
Manager – practice solutions team at Iress, Kelli Willmer, specialises in helping SME advice practices develop efficient and effective business...
Manager – practice solutions team at Iress, Kelli Willmer, specialises in helping SME advice practices develop efficient and effective business...
According to the director of Synchron, Don Trapnell, the life insurance industry has truly stepped up to the mark since...
As the EOFY approaches, advisers are facing the new challenge of providing guidance to their clients around incorporating pandemic-triggered measures...
After appearing as a panelist on ifa Live: Transition to professionalism: FASEA, education and the challenges for advisers, Bryan Ashenden,...
On this episode of the ifa Show, host Sarah Kendell is joined by Iress' manager-practice solutions team Kelli Willmer, to discuss how...
In April, Momentum Intelligence conducted a major survey to understand how the coronavirus pandemic has been affecting the nation’s professional...
On this episode of The ifa Show, host Sarah Kendell is joined by Australian Unity Advice’s executive general manager, Matt...
With all face-to-face FASEA exam sessions replaced with online exams as a result of COVID-19 and the bill to extend...
Faced with the challenge of engaging with a new generation of clients, head of partnerships at Advice Intelligence Fraser Jack...
On this episode of The ifa Show, CEO of the Financial Planning Association (FPA) Dante De Gori provides his take...
Congratulations on winning Holistic Adviser of Year QLD at the ifa awards, what do you think set you apart to win this...
They unlocked accessibility, slashed costs and opened up diversification across listed asset classes in a way that previously only institutions...
According to Iress and Deloitte’s The Big Lift report, despite decades of reforms, rising wealth, and an increasingly sophisticated advice...
What does innovation in the advice profession mean to you? The advice profession is going through significant change and challenge, and naturally...
