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Our blogs bring together news, opinion and perspectives from our staff and guest bloggers. We aim to highlight the best ideas in advice technology and of course everything XPLAN. We will report on fintech news and offer insights into the day-to-day work and challenges faced by advisers and licensees today. Happy reading!


Category: PF Confidential

Licensees need a technology strategy

27 May 2019 by Rob Corben

  Licensees could be missing out on efficiency improvements and not capitalising on the wave of integrated advice solutions on offer in Australia today. Most licensees don’t have a full-time CTO in their office. Deploying an advice technology strategy is not simply installing a cool app and expecting to be 20% more efficient. What efficiency you […]

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PF talks with Rebecca Jacques, General Manager of AGBA

15 April 2018 by PlanFocus Team

  In this update we chat with Rebecca Jacques who is the General Manager of the Association for Goals Based Advice. AGBA is the peak industry network for practitioners and organisations that deliver best practice in goals-based advice and investing. Recently AGBA made an announcement calling on independent and non-aligned advisers to get involved in […]

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