Is outsourcing the answer? It depends on the question.

As the advice industry continues to evolve and find ways to reduce costs and free up time, outsourcing is often held up as a widely accepted mechanism to achieve both. That's only true in some circumstances.  Outsourcing has come a...

Asendium selected by My Dealer Services as preferred technology partner

Asendium is transforming the way financial advisers deliver advice, through a dynamic platform that creates all required advice documents at the same time, through one instance of data entry. It is designed to eliminate the manual part of advice generation,...

Technology and advice – innovation waits for nobody

There is a consensus in the financial planning industry that paraplanners will be made redundant by technology. While technology will have an undeniable impact on the paraplanning industry, the future for paraplanning is not as apocalyptic as it appears. We...

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...

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...