Most RecentMost ViewedMost LikesHow PE consolidation really impacts advice tech Given the unprecedented pace of M&A activity in advice, it's worth balancing expectations with reality – especially where tech integrations are concerned. Thinking of self-licensing? Avoid these tech traps If you're considering the self-licensed route, ignore tech at your peril. How the new cybersecurity laws impact advice Late last year, the Cyber Security Act 2024 introduced new standards and reporting obligations for businesses. How do they affect you? Free tool: Cyber resilience checklist How prepared is your practice for a cyber incident? Find out with this free, member-exclusive guide. How smaller firms can bridge the advice gap with tech Australia's advice gap isn't just the domain of the big end of town. The cost benefits of cybersecurity Learn how to safeguard against online threats – while protecting your bottom line. How to adapt advice to the differing needs of Gen Y and Gen Z Embracing technology and personalising your service are two mainstays of any financial adviser’s work and even more so for clients under 40 Navigating common challenges in advice businesses In this industry, it’s important to focus resources on minimizing disruption. Don’t get wiped out by the generational tsunami t’s easy to get caught up in the seemingly endless waves of reform and inquiry hitting the financial advice industry, but there remains a much stronger tidal force in the background - find out what The survival of advice will depend on digital partnerships According to global research from Axell, COVID has rapidly accelerated a new paradigm in financial advice whereby businesses will be increasingly delineated based on their customer engagement abilities
