Video: AdviserVoice/Zurich FinTech Lab – Episode 9, Aged Care Steps

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Welcome to the ninth video in the FinTech Lab series. We give FinTech providers an opportunity to pitch their products, have them tested by a panel of advice professionals and be given... Read more continue reading

Australian investors reluctant to use technology: Legg Mason global survey

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When it comes to investing, Australians are the least willing to embrace new technology, according to the Legg Mason 2016 Global Investment Survey. Legg Mason surveyed 4,103 high net worth... Read more continue reading

Market first: Zurich launches mobile optimised adviser portal

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Zurich Financial Services Australia (Zurich) has launched a new adviser portal – ZLife – designed to give advisers new levels of visibility and efficiency when managing their Zurich customer portfolio. Offering unparalleled... Read more continue reading

Challenges for digital dealings

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ASIC says the financial services laws are technologically neutral. But when you get down to the detailed work required to apply the current framework to digital advice, it quickly becomes... Read more continue reading

Designating contracts

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Most contracts contain indemnity clauses that require one party to indemnify the other if things go wrong. Where there’s an imbalance of negotiating power, these clauses are often quite unfair... Read more continue reading

Workplace super: a world of opportunity for advisers

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According to IOOF, advisers looking for sustainable business growth shouldn’t overlook workplace super funds as they can be an effective way of creating long-term revenue streams. IOOF Head of Employer... Read more continue reading

Ignition Wealth teams’ integration as easy as 123 ensuring rapid adoption by professional financial businesses

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Following the April 14 launch of Ignition Wealth Teams the effortless integration process has ensured an enthusiastic response from professional financial businesses including advice practices and accountancy firms. “We are... Read more continue reading

Key findings of the 2015 Investment Trends Planning Software Report

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IRESS has continued to develop XPLAN into a unified wealth platform Decimal was awarded best superannuation scaled advice application The 2015 innovation award went to Infocus Platformplus for analytics using... Read more continue reading

Using social media to recruit new employees

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Employers are increasingly using social media to source candidates with LinkedIn, Facebook and Twitter positioning them as an integral part of recruitment programs. Even those employers with extensive networks will... Read more continue reading

You are probably closer to being “An Authority” than you realise

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If you have bought into the key concept of providing good quality content, or information, to prospects in order to engage them until they are ready to use your services, the... Read more continue reading