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For advice practices, getting the tech right is key to the bottom line

Financial advice practices will find it harder to grow and scale their businesses in an increasingly tech-driven world if they aren’t making smart technology decisions, says Finura’s Peter Worn.

Lisa Uhlman | 7th Sep 2023 | More
Start clients on values early to avoid ‘biggest fear’ upon wealth transfer

Praemium’s Matt van Dijk sat down with Brisbane adviser Francis Rigby to talk about the most commonly unmet advice need in the country. Talk about values with your clients, Rigby said, and the rest will follow.

Staff Writer | 6th Jul 2023 | More