Australian based global fintech and Payments as a Service (PaaS) provider, Change Financial (Change), is the first non-bank payments specialist to launch a new payment API sandbox in New Zealand (NZ), providing fintechs, non-bank lenders and mutuals with exclusive access to this technology. This new payment API sandbox will allow fintechs to test their digital... Read more continue reading
07
Jul
2022
AXA Investment Managers has achieved EDGE (Economic Dividends for Gender Equality) Move certification, in recognition of the significant progress towards a gender-equitable workplace. After having achieved EDGE Assess certification in 2018, AXA IM obtained the global EDGE Move certification, the second of three existing EDGE certification levels. EDGE is the leading global assessment and business... Read more continue reading
05
Jul
2022
Specialist self-managed super fund (SMSF) administration and software provider SuperConcepts has announced the launch of a website chatbot function to enhance online support capabilities. The chatbot has been designed around common enquiries and will assist customers by automating conversations, evaluating their needs and directing them to the information they need efficiently. A direct messaging capability is... Read more continue reading
30
Jun
2022
Recent research shows trust in financial advisers has risen in Australia…however, 58 percent of prospective clients lack trust in advice. This article, proudly sponsored by GSFM, explores the inextricable links between trust and ethical practice in providing financial advice. The Oxford dictionary defines trust as: “The belief that somebody/something is good, sincere, honest, etc. and... Read more continue reading
29
Jun
2022
Field underwriting leads to better customer outcomes Field underwriting, in simple terms, is the information gathering and screening of risk advice clients, done by a financial adviser before an application is submitted to the life insurer’s own underwriters. In a sense it is like a triage process, with several benefits: it can help the adviser... Read more continue reading
29
Jun
2022
Sydney-based Catalyst Advisers has chosen GBST as its technology partner to provide nine online calculators, powered by Equate. This adds another multi-award-winning advisory business to GBST’s growing Australian client base. Amid rising interest rates, customers of financial services providers are seeking instantaneous and usable information to allow them to weigh their borrowing options. Industry players... Read more continue reading
28
Jun
2022
Financial advice practices seeking growth through acquisition are searching for greater scalability and capability as the average cost to deliver financial advice continues to rise, according to Virtual Business Partners (VBP). In the past, M&A activities focussed on buying a client book, and the associated funds under advice (FUA), with a focus on acquisition and... Read more continue reading
27
Jun
2022
In a market marred by ongoing conflict in Europe, inflation, high interest rates, plummeting crypto markets, and knee-jerk fiscal policy, savvy young investors are buying shares 10 times more often than selling this year, according to recent insights from Australia’s leading long-term investing and wealth management trading and investment platform Pearler. Despite volatility in global and... Read more continue reading
23
Jun
2022
The only way to address Australia’s advice gap and meet the challenges raised by the Quality of Advice Review Issues Paper is through greater use of technology in financial advice, says Craig Keary, CEO APAC from Ignition. “The Quality of Advice Review Issues Paper raises a number of ways to address the issues of the... Read more continue reading
21
Jun
2022
MetLife Australia has been awarded four awards at the 2022 ALUCA (Australasian Life Underwriting and Claims Association) Life Insurance Excellence Awards, which recognise excellence in life insurance claims and underwriting. MetLife has been recognised across individual and team award categories, demonstrating the organisation’s strong commitment to delivering exceptional experience to customers, supporting them through challenging times. MetLife... Read more continue reading
21
Jun
2022
Earn CPD Points
CPD: The important role of trust in ethics and financial adviceRecent research shows trust in financial advisers has risen in Australia…however, 58 percent of prospective clients lack trust in advice. [...]
CPD: The challenges for global growth equitiesGlobal markets have entered a difficult period as fundamentals turn and inflation has emerged, somewhat more strongly than expected. As [...]
CPD: Retirement – Independent livingAs your clients get older, living independently in their own home may become more challenging. If a client needs assistance, [...]
CPD: Risk advice - An 8-point guide to better field underwriting and better client outcomesField underwriting leads to better customer outcomes Field underwriting, in simple terms, is the information gathering and screening of risk [...]
CPD: The importance of inflation regimes to asset allocation decisionsThis is the second of three articles aimed at providing advisers with a framework around asset allocation that will assist [...]
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