myprosperity and View Legal partner to offer automated estate planning services

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myprosperity, Australia’s leading personal wealth portal, is partnering with Australian estate planning firm, View Legal to provide free, standard wills. A personal wealth portal, myprosperity is a white-label desktop and... Read more continue reading

Ease of use powers Moneysoft Lite cash flow management tool to one in five Moneysoft subscriptions

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Time poor advisers and their clients have embraced the streamlined version of Moneysoft’s personal financial management tool, with Moneysoft Lite growing to 20% of active users in less than two... Read more continue reading

Should advisers be selling coffee instead of client service?

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Do you remember when petrol stations competed on client service? Fundamentally they were all selling the same basic commodity, at about the same price, to anyone who drove up. That... Read more continue reading

Retirees’ spending falls faster than expected into old age

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The financial services industry may have underestimated the dramatic falloff in retiree spending as they age, according to a Milliman analysis of real-world expenditure data. The median retired couples’ expenditure... Read more continue reading

ANZ OnePath: Mental health and wellness issues are changing insurance

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Mental health and wellness issues are transforming the insurance sector, with more than 23 per cent of income protection claims now involving a mental health condition. In response, insurers are... Read more continue reading

Fintech platform myprosperity announces integration with Macquarie Wealth

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myprosperity, Australia’s leading personal wealth platform for advisors today announced an integration with Macquarie Wealth to allow its customers secure, real-time access to the bank’s popular investment and cash management... Read more continue reading

ANZ showcases OnePath Technology and process advances

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ANZ has welcomed corporate trustees, super-fund trustees and insurance brokers to a technology and innovation roadshow designed to demonstrate how clients can benefit from recent technology and process improvements to... Read more continue reading

SuiteBox recognised as an innovation leader by Australian Government, accepted into San Francisco Landing Pad

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Sydney-based technology company, SuiteBox, is pleased to announce that it has been chosen to participate in the Australian Government’s San Francisco Landing Pad, alongside nine other cutting edge Australian companies.... Read more continue reading

Leverage insurance to negotiate fairer contracts

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In November 2016, the Australian Consumer Law (ACL) introduced new protections for small business. These prevent (often larger) businesses from trying to rely on unfair contract terms. The Federal Court... Read more continue reading

Kina transforms member experience with IRESS’ Acurity and sets new benchmark for Pacific super fund administration

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Leading Papua New Guinea (PNG) financial institution, Kina Securities Ltd (KSL.ASX, KSL.POMSoX), has confirmed its fund administration division has expanded its implementation of IRESS’ Acurity Online, a new member and employer online facility, for... Read more continue reading