The power of video underestimated by financial advisers

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Australian financial advisers should embrace the power of video and not procrastinate in making it a core component of their overall marketing strategy said Mr Claudio O. Pannunzio, President and founder of US based communications consultancy i-Impact Group. The provision of financial planning services is a very personal business in which an adviser’s role often […]

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Enhancing client engagement through apps

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Technology plays an ever increasing role in financial advisers’ service delivery. The ‘i’ age has brought with it tools to help advisers engage with clients. Devices such as iPads and SmartPhones are crossing the generational divide with clients more mobile and requiring a more tech-sophisticated service that goes beyond online scheduling tools for setting up […]

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Chi-X ready to commence operations

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ASIC has confirmed Chi-X Australia Pty Ltd (Chi-X) has met its licence pre-conditions to commence as a provider of exchange markets in Australia and it can commence operations from 31 October 2011. ASIC has introduced a new regulatory framework to facilitate competition in market services and new entrant Chi-X was granted a licence on 4 May […]

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Asgard releases details on Infinity eWRAP

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Asgard has released further details of its new Infinity platform ahead of a major national roadshow in five Australian cities.  The roadshow, to be attended by more than 1,000 advisers, will feature adventurer Bear Grylls – star of television series Man vs. Wild – as guest speaker. In the next two weeks the roadshow will […]

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Advisers choosing great compliance security and SOA speed

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Australian financial advisers are increasingly measuring practice success by the robustness of their compliance checks and balances, not just the speed by which they are able to generate a client’s Statement of Advice (SOA).  This is one of the key trends that financial software innovator Decimal says highlights the immediate challenges for financial advice technology […]

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Australian banks offered efficient, inexpensive online payments alternative

An Australian-built and developed payments technology is available – at a fraction of the sunk development costs of MAMBO – that delivers an innovative and immediate solution to the current gaps in the banking sector’s online transaction services. The underlying Payment Adviser technology has been singled out by multinational banks, wire service  and ACH payments […]

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CMC Markets leads CFD evolution with new platform

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CMC Markets is raising the bar for Australian CFD providers with the launch of its CMC Tracker platform for Australian investors. The result of A$156m of investment over two years, this new platform has been built in response to customer, industry and regulatory feedback that retail investors must be empowered and confident to trade the […]

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BT Wrap launches market leading tax and trading tools

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BT Wrap launches market leading tax and trading tools The changes include powerful new tax tools that could mean a better after-tax investment return for clients on particular transactions and new trading enhancements that reduce the time spent on portfolio management, client reviews and rebalances. Head of BT Wrap, Chris Freeman, said the changes were […]

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Asgard supports advisers with new features for eWRAP platform

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Asgard has released an extensive range of new features for its eWRAP platform designed to drive greater productivity and profitability by helping advisers to deliver more customised advice for more clients in less time. The enhancements include simplified share and managed funds trading, significant enhancements to template (model portfolio) functionality and online corporate actions for […]

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AdviserNETgain launches major integration with BT Wrap

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Online financial planning solution AdviserNETgain has released an in-depth integration with investment platform BT Wrap. The integration delivers a more seamless service to advisers and will increase their productivity. AdviserNETgain combines client, practice and advice management processes into one easy-to-use system that integrates advisers’ front and back office. The integration sees: Direct movement of data […]

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