About Author

Scott Brewster

Umlaut are the experts in understanding data disorder - and how to fix it. We’ll tailor a plan for your financial advisory firm that stops wasted time spent on poor procedures, manual processing and repetitive tasks. As a Co-Founder of Umlaut - I’m proud to be making a positive impact in an industry that is experiencing skyrocketing growth, while being buffered by sharply changing legislation and compliance.

Author Posts

FASEA Standard 8 Record Keeping Obligations | How to comply

As a result of the Royal Commission report, FASEA has introduced a Code of Ethics for financial planners that includes extra record-keeping obligations.

However, the...

Preparing your advice team to work remotely

A robust Business Continuity Plan (BCP) ensures your team can work and collaborate effectively wherever they are located.

For financial advice practices, this means ensuring advisers have access to the...

Selling a financial planning practice: tips for a successful transition

Due to tighter compliance requirements and changing personal priorities, many advisors are starting to think of selling their practice.

But selling a practice isn’t like listing a products...

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