Why don’t you roll the dice and ask anyway?

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On some things you just have to roll the dice and take your chances in life.  Asking someone for a date….getting on a plane…or asking for referrals. It doesn’t always... Read more continue reading

Insurers can’t afford to ignore digital

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Ignoring digital disruption may leave insurance businesses vulnerable to the threat of newcomers unless insurers start seeing the risk of not being online as greater than the risk of being... Read more continue reading

Midwinter and SuiteBox integrate

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As technology continues to change the way we consume in all industries, it is evident that the financial services sector is no exception – the way in which financial advice... Read more continue reading

Video: AdviserVoice/Zurich FinTech Lab – Episode 3, Suitebox

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Welcome to the third 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... Read more continue reading

Gerry Porter wins Michael Murphy Award

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Synchron’s Queensland state manager and industry stalwart Gerry Porter was last week presented with the AFA’s prestigious Michael Murphy Award (the Award) at the AFA 2015 National Adviser Conference in... Read more continue reading

AdviserLogic meets adviser call for greater integration

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AdviserLogic is heeding a call from financial advisers for greater software integration by publishing its Application Programming Interface (API). The API allows third-party software applications to both add and take... Read more continue reading

The dangers of decision making

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Financial advisors and planners make decisions every day – for themselves, and their clients. Having highly attuned and skilled decision making skills is critical. However, most people are unaware of... Read more continue reading

SuiteBox Launches new Financial Services Virtual Advice Innovations

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Auckland and Sydney-based Afiniation member and showcase technology award winner SuiteBox has launched several new features specifically targeting the development of virtual financial advice. The new features now enable the... Read more continue reading

How to build an award-winning business: Four lessons from the AFA Adviser of the Year

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Now in its thirteenth year, the AFA Adviser of the Year (and more recently, the Practice of the Year) award is about recognising the best of the best. The award... Read more continue reading

Financial education: ensuring our kids are free to innovate

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In my Breaking poor money habits: bringing financial literacy to the classroom article, I discussed some of the implications of a financially illiterate society. We talked about the ramifications of an assumed financial... Read more continue reading