This month’s top read
AdviserVoice: Data Integrity Boosts Adviser Success
Ignition Wealth’s expert XPLAN Solutions team share their secrets on processes to manage data creation, analysis of the data you have, and steps to undertake a data cleanup. These expert strategies are guaranteed to boost your business!
Kath Bowler, founder and CEO of Licensing for Accountants, is one of Australia’s leading experts on the rules and regulations governing accountants and advice. In this information-packed webinar Kath joins Richard Liverpool to share her knowledge, specifically about accountants and SMSFs in the post-FOFA environment.
Every day we meet with financial services professionals, hear your concerns and answer your questions. We know what you want to know. Ignition Wealth has created a series of 12 articles covering every fact you need about robo advice. Starting this month, the answers will be landing in your inbox.
It seems you love a tech tip! Last month’s XPLAN email signature tip was one of the most popular blogs we have ever posted! This month we continue to share the love we have for XPLAN as our experts jazz up your XPLAN user experience – follow their eight simple steps to add add icons to your client search.
A great insight into the reality of life for the one in five Americans who now work past retirement age. Authored by Pulitzer prize winners Mary Jordan and Kevin Sullivan, the piece interviews seniors who have adopted “workamper” itinerant worker lifestyles, redolent of the ways we would expect of backpacking teens.
Altus’ expert Jon Dean considers the considerable challenges associated with legacy technology including integration, stability, security and service and advocates a strategy of constant monitoring and clear long term planning.