by Michael Perkins | Dec 6, 2023 | Financial services, Opinion, Power of Attorney and Guardianship, Trusts and Estates, wealth management
Grow together: the importance of collaborative working as a business model The Financial Advice Association Australia (FAAA) was formed in April 2023, from a merger of the Financial Planning Association of Australia Limited (FPA) and the Association of Financial...
by Michael Perkins | Sep 10, 2023 | business law, Financial services, Information technology, Private Client Services, Trusts and Estates, wealth management
Protecting your digital life, not just your digital assets: a reflection on how our digital and analogue lives have become meshed and how this has impacted the world of estate planning. As our digital life has evolved, so have cyber threats. Cyber security is now a...
by Michael Perkins | Jun 4, 2023 | Financial services, Private Client Services, Trusts and Estates, wealth management, Working collaboratively
In this article, Michael Perkins talks about how collaboration fuels how we work with financial planners and other professionals to serve our clients better. Collaboration in the business system sense is a new engine room to drive the evolution of Estates Practice...
by Michael Perkins | Sep 13, 2021 | Autonomy Evaluation, Financial services, Medico-legal, Private Client Services, Research
Autonomy First is excited to announce that we are partnering with Deakin University to support a new research project, Financial Decision-Making Capacity – A Challenge for Advisors. The project is engaging primarily with financial service professionals and the tools...
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