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.
- 5 minutes
The article explores how outsourcing can help financial advisory firms stay resilient amid market disruptions, like the rise of generative AI. It highlights cost advantages, improved scalability, and increased productivity through outsourcing to global teams. Examples of firms like Invest Blue show the tangible benefits of strategic outsourcing and process improvement
- 7 minutes
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.
- 3 minutes
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In this article, we provide practical cybersecurity tips for Australian financial advisory firms, focusing on key areas like vulnerability management, data encryption, access controls, and incident response planning. Using the FIIG breach as a case study, we offer actionable steps to protect sensitive client data and strengthen your firm’s security posture.
- 8 minutes

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.
- 5 minutes

The article explores how outsourcing can help financial advisory firms stay resilient amid market disruptions, like the rise of generative AI. It highlights cost advantages, improved scalability, and increased productivity through outsourcing to global teams. Examples of firms like Invest Blue show the tangible benefits of strategic outsourcing and process improvement
- 7 minutes

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.
- 3 minutes
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.
- 5 minutes

VBP enhances client engagement with direct access, tailored support, and strategic insights for growth.
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In this article, we provide practical cybersecurity tips for Australian financial advisory firms, focusing on key areas like vulnerability management, data encryption, access controls, and incident response planning. Using the FIIG breach as a case study, we offer actionable steps to protect sensitive client data and strengthen your firm’s security posture.
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.
The article explores how outsourcing can help financial advisory firms stay resilient amid market disruptions, like the rise of generative AI. It highlights cost advantages, improved scalability, and increased productivity through outsourcing to global teams. Examples of firms like Invest Blue show the tangible benefits of strategic outsourcing and process improvement
Industry
The article explores how outsourcing can help financial advisory firms stay resilient amid market disruptions, like the rise of generative AI. It highlights cost advantages, improved scalability, and increased productivity through outsourcing to global teams. Examples of firms like Invest Blue show the tangible benefits of strategic outsourcing and process improvement
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.
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.
People
Resilient advice firms prioritize staff as their greatest asset and investment. Crafting a robust Employee Value Proposition (EVP) is crucial amidst a global talent shortage. Beyond competitive compensation, fostering a positive workplace culture, offering career development, and embracing flexibility are essential strategies for retaining top talent and sustaining business success.
In today's digital age, training videos are essential for educating team members. They offer flexibility and accessibility, aiding in standardized work practices and global collaboration. Establishing a video library benefits businesses by providing real-time support, saving time and costs, and enhancing employee satisfaction. Here are 7 tips to create an effective training video library.
In our journey through transformation, fostering relationships has been a constant. Our people-first approach creates genuine partnerships that add value and support businesses through success.
Creating multiple touchpoints throughout the business is one way we maintain a successful partnership. With this, we are thrilled to welcome the newest addition to the VBP Team.
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