News and Events

We’ve joined forces with the Financial Planning Club to drive better integrations that make it easier for advisers to deliver on client promises.

The lang cat event reminded us of the importance of adopting new technology: those that get it right will lead the way, while those that don’t risk being left behind.

Read our latest Process and Standards Group update.

We sit down with Scott to discuss his new role and his tech-driven vision for the protection sector.

We are chairing the Retirement Income Providers’ Forum, bringing consistency, focus and over 30 years of experience to support collaboration and tackle industry challenges.

Shaping the future of financial planning.

We have extended our LoA Data Checklist to include investment.

The Document Access Standard provides uniform API protocols, consistent data formats and reliable, scalable connections.

We discuss the findings of this report and the STAR initiatives’ transfer standards.