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Using digital tools to solve an online advice crisis

Our investment advice business attracts tens of thousands of readers every week, tens of thousands of listeners to our podcasts every month and an unstoppable and automated flow of new prospects.

Owen | 31st Mar 2020 | More
The great wealth transfer: the risks and opportunities for advice firms

Australia, like the rest of the developed world, is on the verge of the largest intergenerational wealth transfer in history. It’s estimated more than $3 trillion will change hands over the next 10 to 20 years as the Baby Boomer generation pass on their wealth to others.

Graeme Brant | 3rd Dec 2019 | More
Help wanted, advice needed… digital wealth to the rescue

Fewer people in Australia are likely to get financial advice in the wake of the Hayne Royal Commission – the inevitable consequence of implementing the final report’s wide-ranging recommendations.

Graeme Brant | 2nd Jul 2019 | More