Every year, The Adviser commissions Momentum Intelligence to undertake its annual Third-Party Lending Report to understand what brokers think of the lenders they are using, in a bid to help form more constructive partnerships. This year, the reverberations of the royal commission were truly felt - with a new major bank becoming the favourite of brokers.
Lax data security practices can put broking businesses and their customers at risk, with the issue set to become more critical in the coming years as open banking advances. Tas Bindi speaks to leading experts in cyber security and finance about how brokers can minimise the risk of data breaches.
Lee Middleton, now an award-winning mentor, says her own mentor from 25 years ago, Anne-Marie Syme, was such an inspiration that she has adopted aspects of Ms Syme’s mentoring style into her own work – and to great success. Tas Bindi finds out her story.