AvSuper sets new member service and engagement standards with end to end financial technology

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Member centric online calculator raises the bar for super industry Boutique super fund AvSuper has unveiled a sophisticated online calculator that sets new standards in member service and engagement via an intuitive and richly functional online tool. In the first three days of release, more than 10% of the Fund’s members had immediately logged on […]

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AMP technology makes risk easier for IFAs

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AMP has launched a new online risk premium quoting tool, easyquote, for independent financial advisers (IFAs) available through AMP’s Adviser Online service at www.adviseronline.amp.com.au. Easyquote will support all contemporary AMP retail risk products from 21 February 2011. Advisers will also soon be able to validate risk premium estimates for AMP products provided by XPLAN’s Risk […]

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Back to black: survey supports move to teach financial literacy in schools

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With financial literacy being added to the national school curriculum this year, RaboDirect’s nationwide survey of more than 2,000 people, confirms Australians have been heard when it comes to the need for early financial education.  According to the RaboDirect National Savings and Debt Barometer, 73% of Australians agree teaching financial planning in schools is a […]

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Opting in for a happy new year

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Australia Day marks the official end of summer holidays for me and so, now it’s almost February, it’s time to focus on the main issues affecting financial advisers in 2011. The opt-in/opt-out debate is still top of the list for most financial advisers. Industry is quite divided on the issue. The theory behind the opt-in […]

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Let’s kickstart the retirement debate in 2011

Greetings and Happy New Year First our thoughts are naturally with all the clients and colleagues affected by the recent floods. In particular the many regional advisors who are working tirelessly and selflessly to help their local communities through these difficult times. It is at times like this that the real value of locally based […]

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Scale remains the name of the game

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While much has changed in wealth management over the last decade one thing hasn’t; the pursuit of scale and to this end the CEOs managing financial services companies continue to factor into their planning healthy growth in financial planning practices recruited into their respective organizations. If anything the mantra of scale has stepped up a […]

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Not To Do In 2011

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Notwithstanding the rollercoaster ride which has been financial services for the past few years (forever it seems at times!), there’s no doubt in our mind that another challenging year awaits us all. The financial services marketplace has been changed irrevocably in our view – there can be no going back to the way it was. […]

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Good health essential for comfortable retirement

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Financial planners should encourage clients to undertake preventative health programs as part of their holistic approach to advice, suggests medical expert Dr John Cummins of Executive Medicine. Sydney based Executive Medicine provides preventative health services that include an intensive annual check-up to screen a wide range of potential health problems. “Adequate wealth alone will not […]

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Ethics and Financial Advice: The Final Frontier

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I attach a report entitled “Ethics and Financial Advice: The Final Frontier” recently released by me to key stakeholders in the Financial Services Sector. The report outlines the results of (my) Empirical PhD research, one of the first studies of its kind in the world. I think the research provides unique insight into: The most […]

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Let them know it’s Christmas

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Last week I suggested that calling clients makes good business sense. This week I’m happy to say that some financial planners are going above and beyond by sending Christmas cards to clients and providing them with a final newsletter with financial tips over Christmas and generally letting them know their financial planners own plans for […]

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