Tackling the Biggest Threat to Growth: Why Cybersecurity Must Be on Every Advice Leader’s Agenda
Growth feels great. Winning new clients, rolling out services, and scaling through M&A can make any business feel un …
Melbourne Advice Firm Launches AI-Powered Automation in Collaboration with VBP
Melbourne-based financial advisory firm Yarra Lane has partnered with Vital Business Partners (VBP) to offer a robotic p …
Practical Cybersecurity Tips for Financial Advisory Firms
In this second instalment, we’ll dive into practical steps Australian financial services firms can take to strengthen th …
How Australian Financial Services Can Combat Evolving Cyber Risks
The Australian financial services industry holds a treasure trove of sensitive client data, making it an attractive targ …
Your Financial Data Is at Risk: 4 Steps to Protect It Now!
As technology and globalisation continue to evolve, the importance of protecting information assets and confidential dat …
Stop Sharing Passwords and Streamline Your Software: Smarter Cybersecurity for Advice Practices
Cybersecurity doesn’t have to be complicated, but it does require intention. At the recent Professional Planner Licensee …
How Combining RPA and AI Can Digitally Transform a Financial Planning Business
Financial planning is a complex and dynamic process that involves collecting, analysing, forecasting, and reporting fina …
The Role of AI in Financial Planning: Insights From the US
Ever since ChatGPT burst onto the scene late last year, generative AI has been front and centre of business discussions …
5 Key Trends in the Accounting Industry in 2023
Having worked in the accounting industry for well over 20 years, I’ve always found it beneficial to have a focus on emer …
Changing Practice Management Software—making it all worth the pain
Anyone who has acquired an existing firm or decided to move their accounting business to a cloud-based system will be aw …
