New XY Adviser Podcast – 5 Part Series: Delivering Advice Differently. Listen Now
Do you often wonder what clients are looking for in a financial adviser, and whether you meet the criteria? If
The number of financial advisers in Australia has been steadily declining in recent years. If you are currently planning to
You can now model directly owned fixed interest assets in Pathfinder Pathfinder now supports Term Deposits and Australian Bonds We
You can now model annuities and fixed interest in SMSFs in Pathfinder Pathfinder now supports Annuities and Fixed Interest in
New Tax Rules Are Implemented NEWS: New Tax Rules Are Implemented What does this mean? On the 9th of October
Financial Advisers using Optimo’s modelling platform Pathfinder can now use the full version of the SMSF’s modelling capacity when developing
Optimo Pathfinder’s default start date for analysis has changed to 1 July 2021 (i.e. the 2021/22 financial year). Technical Update:
We’ve updated various assumptions for shares/managed funds and super investment options Legislative Updates Implemented We have updated the Optimo Default
The two companies have combined the Brokerpad Plannerpad tool, which automates the fact find process, and the Optimo Financial Pathfinder
Optimo Financial has announced it will be piloting its new robo-strategy platform with a select group of financial planners and
Do you often wonder what clients are looking for in a financial adviser, and whether you meet the criteria? If
The number of financial advisers in Australia has been steadily declining in recent years. If you are currently planning to
You can now model directly owned fixed interest assets in Pathfinder Pathfinder now supports Term Deposits and Australian Bonds We
You can now model annuities and fixed interest in SMSFs in Pathfinder Pathfinder now supports Annuities and Fixed Interest in
New Tax Rules Are Implemented NEWS: New Tax Rules Are Implemented What does this mean? On the 9th of October
Financial Advisers using Optimo’s modelling platform Pathfinder can now use the full version of the SMSF’s modelling capacity when developing
Optimo Pathfinder’s default start date for analysis has changed to 1 July 2021 (i.e. the 2021/22 financial year). Technical Update:
We’ve updated various assumptions for shares/managed funds and super investment options Legislative Updates Implemented We have updated the Optimo Default
The two companies have combined the Brokerpad Plannerpad tool, which automates the fact find process, and the Optimo Financial Pathfinder
Optimo Financial has announced it will be piloting its new robo-strategy platform with a select group of financial planners and
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