This month’s top read
BGL and Ignition keep accountants in SMSF space
SMSF administration and compliance software provider, BGL Corporate Solutions has entered into a partnership with digital financial advice provider, Ignition Wealth aimed at increasing their reach into the accounting/self-managed superannuation funds sector by providing a licensing solution.
Accounting software provider BGL has partnered with a financial advice software firm, in a bid to allow accountants without an AFSL to maintain their clients who seek financial advice.
SMSF software provider BGL Corporate Solutions has partnered with a digital advice software firm in order to provide users with access to tools for assessing the appropriateness of SMSFs for clients.
To find out more about what’s to come in the new year as well as an exploration of the common themes from the past 12 months, register now for our webinar on December 12, 2017 ‘Reflecting on the year that’s past and a sneak peak of what’s to come in 2018’.
The Association of Goals Based Advice (AGBA) National Conference, held over two days this week in Sydney, promoted the idea of goals-based financial advice.
In 2016, XPLAN expanded its technology and became one of the most widely used. It is used by some of the largest fintechs and financial advice firms globally.
Why is XPLAN so popular?
Despite the fact just 13 percent (according to the EY Fintech 2016 survey) of fintech leaders in Australia are women and 47.5 percent of startups employ no women full-time, there is a trend of women leaving traditional financial services, for up and coming, more diverse fintech services. Here are some of the women leading the charge in financial services, and the fintech world.
Fact: you are more likely to be named David or Peter or John than to be a woman running a major company in Australia. Despite the number of women at the helm of big businesses growing and balancing out, the bias continues to lean towards placing men in these head positions.
Organisations with women in their management teams are proving to be more innovative, successful and are often outperforming those with male-only teams. Here are three of the major hurdles women face.
Sales Force Dot Com (SFDC) are a world and industry leading CRM platform, providing mobile applications for Sales, Service, Marketing, Commerce and Platform. Their 2017 Connected Investor Report was conducted earlier this year by Harris Poll. Here are some of their findings.