The financial planning industry on the cusp of a ‘Shazam’ moment

The financial planning industry is on cusp of a technological change, but it's going to be slow. Like the pre-2000 consumer world of VCRs, unbreakable Nokia phones and slow internet speeds, the financial planning industry is solving the problems in...

Asendium Announces Partnership with Fourth Line to Deliver Compliant Advice

Financial advice disrupter Asendium has announced it has entered a Memorandum of Understanding with RegTech firm Fourth Line to integration platforms and enable Asendium customers to receive risk and compliance reviews of advice documents as part of their advice delivery. ...

Where Does Asendium Fit Into The AdviceTech Ecosystem?

A common question we often get asked is, "Where does Asendium fit into the AdviceTech ecosystem, and why have we decided to focus on Advice Creation over other areas of advice such as implementation, client onboarding or becoming a CRM?"....

Reverse the Current Imbalance of Time Allocation in Advice Creation

It's no secret that the current Advice Creation process is time consuming, manual and repetitive. The current time to complete advice for a new client fluctuates with the most time spent on the creation of Fact Finds and Statements of...

Change Must Come From The Top

By Scott Miller Over the last few years, Licensees have been making an effort to adopt technology to assist their financial planners in delivering advice more efficiently and affordably without compromising their compliance standards. Yet, the challenge is reaching a...

Advice Creation Needs an Innovation

By Scott Miller, CEO of Asendium Ever since I was a financial planner, advice creation has always been the pain point. The core problem that still remains, is the time and cost of advice creation. The problem is that the...

AdviceLink Helps Financial Planners and Clients Navigate Centrelink’s Complex System

Right after COVID hit, my friend was stood down from her role until further notice - a reality that not long ago, many Australians faced. Having missed out on the JobKeeper payments by one month, she went to the myGov...

Steve, The Scary Debt Monster

Debt. My spine tingles and my toes curl up just hearing the word...debt. I want to get as far away from debt as I possibly can. As I shrug off my irrational fear of debt, I pause and think to...

Why You Should Hold Onto Your Credit Card

Back in 2019, the stats reported from ME Bank were alarming. Around 40% of Aussies were living pay-check to pay-check. Fast forward one year, and we are living out these statistics. Since COVID-19, more than 2 million Australians could be...