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A business professional in a dark blue suit works on a laptop in a modern office. Behind him, a futuristic digital lock icon glows, symbolizing cybersecurity and data protection.

How Australian Financial Services Can Combat Evolving Cyber Risks

In this first part of our two-part series, we explore the evolving cybersecurity threats facing Australian financial services firms. From ransomware to phishing attacks and supply chain vulnerabilities, we discuss the growing risks and offer actionable steps to strengthen your firm’s cyber defences and protect sensitive client data.

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How VBP Financial Planning Assistants Simplify Fee Changes

The Treasury Laws Amendment Act 2024 introduces key changes to Ongoing Fee Arrangements, simplifying consent requirements and improving transparency. With updates to client renewal timelines, fee disclosures, and consent processes, advisers must adapt quickly. Your VBP FPA can help navigate these changes, ensuring compliance and optimising client service.

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SOA Implementation Made Easy: Best Practices to Boost Efficiency with Your VBP Team

Implementing Statements of Advice (SOAs) efficiently is crucial for financial services firms, yet managing compliance and administrative tasks can be challenging. By leveraging structured workflows and VBP team support, advisers can streamline processes, reduce errors, and enhance client service. In this article, Rosa Raschella shares best practices for maximising SOA implementation efficiency.

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Person typing on a laptop with a cybersecurity shield on the screen

Your Financial Data Is at Risk: 4 Steps to Protect It Now!

As data breaches surge, the financial industry faces increasing cyber threats. In this article, Neriza, VBP Deputy Manager, outlines four essential steps to protect your information. Learn how strong passwords, multifactor authentication, phishing awareness, and regular updates can safeguard your digital environment and keep your data secure.

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Solving Recruitment Challenges in Australian Accounting with Offshoring and AI

Australia's accounting firms are grappling with a severe skills shortage, impacting client deadlines and growth. Daniel Harrison explores key challenges—including lack of interest in public practice and shortfalls in skilled migration—and provides strategic solutions like offshoring and AI integration to help firms overcome these issues and thrive in an increasingly competitive market.

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6 Tips for Clear and Productive Virtual Communication

In today’s remote work environment, strong virtual communication is key to success, especially when working with offshore teams. Siddhi Padia, VBP Technical Lead - Paraplanning, shares essential tips for building trust, enhancing collaboration, and fostering productivity through clear communication channels, responsiveness, regular meetings, and engaging team-building activities to bridge the distance effectively.

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