MDA changes – what, when and who?

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How time has flown! We’re 6 months into the revised MDA services framework, but what with Christmas and all, we’ve not seen much evidence of MDA providers changing their processes.... Read more continue reading

New Zurich life insurance app to drive adviser efficiency and improved customer experience

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Zurich Financial Services Australia Limited (Zurich) yesterday announced the successor to its pioneering LifeXpress mobile app, with the launch of ZLife mobile, an app designed to provide advisers with easy, quick,... Read more continue reading

Planners using an ecosystem of tech services for client engagement: 2016 Planning Software Benchmarking Report

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Leading research firm Investment Trends has released its 2016 Planning Software Benchmarking Report, an in-depth study of the comprehensive planning applications used by Australia’s financial planners. The report benchmarks the... Read more continue reading

Hierarchical decision making isn’t fit for the future

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People often think that being a leader is about knowing more than others, having all the answers, and therefore making all the decisions. However, this fixed mindset is fraught with... Read more continue reading

Moneysoft enters new partnership with Mortgage Choice

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Moneysoft’s advice technology will power a new Mortgage Choice Financial Planning tool aimed at bolstering clients’ money management skills and helping them reach their financial goals. Mortgage Choice Financial Planning... Read more continue reading

Australian wealth hits record high, but investors need to protect it better

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Australian household net worth climbed to new record in the December quarter of 2016, almost hitting $10 trillion, but investors need to protect this wealth through a better management of... Read more continue reading

Breaking the barriers – how technology can solve the great Australian advice conundrum

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For financial advisers intent on shaping quality practices that will help Australians build better financial futures, the rewards are many and varied. So too are some of the issues and... Read more continue reading

End of the superannuation clearing house for SMEs?

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Australian superannuation funds and SME employers must move to embrace a digital, member direct model of contributions payment technology that is gathering pace alongside the 2017 introduction of the Reserve... Read more continue reading

Unfair financial services contracts

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“Unfair contract terms” was the hot topic of 2016. Businesses were warned to get their contracts reviewed, multiple articles were published explaining what an unfair contract term actually is, and... Read more continue reading

CommInsure’s Back to Wellness Program receives industry recognition

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CommInsure’s ‘Back to Wellness Program’ has been awarded the ‘Risk Product Innovation Award’ at the recent Association of Financial Advisers Life Company of the Year Awards and was highly commended... Read more continue reading