Practice Growth
Operational insights for Australian advice practices, covering workflow, systems, and efficiency improvements.
BT Panorama records net inflows ahead of sale
Westpac has added $1.5bn in net inflows for the 1H of the year on its BT Panorama platform while still looking for a buyer.
Advice firms 'drowning' in meetings hitting productivity
Global consulting firm McKinsey recently posed the question “have you ever asked why it is so difficult to get things done in business today –...
How to save 48 days of admin per year
Managed accounts have been around for close to two decades, but they’ve only just started to take off. That charge is being led by financial planners and...