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Given the unprecedented pace of M&A activity in advice, it's worth balancing expectations with reality – especially where tech integrations are concerned.
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When the first few weeds appeared in my garden, I figured I'd get to it later. Are your datafeeds similar?
I've known practices that could tell you their revenue figures down to a cent but have no idea if they could afford to grow. What's holding them back?
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Recent insights
Given the unprecedented pace of M&A activity in advice, it's worth balancing expectations with reality – especially where tech integrations are concerned.
When the first few weeds appeared in my garden, I figured I'd get to it later. Are your datafeeds similar?
Now that you've wrangled those dirty data monsters, let's talk about keeping your data sparkling.
3 MIN READ
I've known practices that could tell you their revenue figures down to a cent but have no idea if they could afford to grow. What's holding them back?
7 MIN READ
What happens when your data is too far gone?
4 MIN READ
Is "data" a dirty word for you? Does it conjure up indelible feelings of guilt and shame?
The main reason people conflate AI and automation? Marketing hype.
Kylie Springall is venturing out on her own to deliver retirement advice to everyday Australians. How is she going to do it?
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