November news and views at Ignition Wealth

This month’s top read

SMSF Adviser: Time To Review Your Clients’ Investment Strategies 

Ignition Wealth’s Richard Liverpool gives you seven indicators that will help determine the right investment strategy for your clients’ funds.

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Free SMSF eBook dowload

If you are an accountant be sure to download Ignition Wealth’s free eBook: The Accountant’s Guide to SMSF Compliance.

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AdviserVoice: How Digital Advice is Propelling the ETF Industry

Earn adviser CPD points at AdviserVoice with this month’s Ignition Wealth article on the spectacular rise of the ETF industry and the benefits for investors.

Women in Financial Services: Meet Our Rising Star

We talk with winner Claire Greenwell about the way forward for women in the industry. Claire has great insights into the initiatives working at TAL and advice for women on the rise.

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Free XPLAN tech tip!

This tech tip from Ignition Wealth’s XPLAN experts shows you in just six steps how to create a customised XPLAN display screen so the information you want is right before your eyes. Now you can clean your XPLAN house!

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XPLAN tech tip. It’s time to level up!
This XPLAN tech tip is more challenging and meant for those of you with a confident grasp on your XPLAN customisation. Using functions from the Xmerge coding library we show you how to manipulate the date function to create the customised results you want for your business.

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Financial Standard: BT Financial Group expands SMSF capability

Great news in the SMSF technology industry as the partnership between BGL and BT Panorama allows accountants and advisers access to two way data feeds between BT Panorama and BGL’s Simple Fund 360.

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Past news and views at Ignition Wealth

Stories from the month’s gone by

Want to revisit a favourite story from a previous month? Check out the archives!

September 2017

October 2017