What prospects want when they Google you

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We all know that the majority of potential customers these days will Google the service they think they might need…even if they have been referred to you, they will Google... Read more continue reading

The Implications of financial stress

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The quarterly Global Outlook from Standard Life Investments considers how investors’ portfolios should be positioned for the next phase of the cycle, after a prolonged period of financial stress. The world... Read more continue reading

Macquarie online trading now offering mFund Settlement Service

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Macquarie Online Trading is now offering the mFund Settlement Service, bringing the total number of mFund distribution partners to 13. Ian Irvine, Head of Customer and Business Development at ASX,... Read more continue reading

TAL evolves digital access for Group Insurance members

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TAL has launched a new digital tool to help group insurance members when applying for life insurance products. The new ‘Click to Chat’ application grows TAL’s Group Life digital offer... Read more continue reading

OnPay/AdviserLogic Integration: Finding solutions to complex puzzles

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Cloud-based revenue management platform, OnPay, has published its Application Programming Interface (API) guidelines to make the fee and commission data it holds available to AdviserLogic users. “What this does is... Read more continue reading

Zurich partners with global trend experts to launch new video series

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Zurich Financial Services Australia (Zurich) has partnered with global trend spotting network TrendWatching to provide cutting edge insights into the seismic shifts in society and technology that will reshape the... Read more continue reading

Breaking poor money habits: bringing financial literacy to the classroom

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Following the tumultuous financial landscape of late, the importance of a financially literate society has been center stage for a lot of us. The implications of letting yet another generation... Read more continue reading

XY Adviser launches its biggest adviser event to date

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XY Adviser will host its first full-day event in November, continuing its pursuit of improving advice in Australia. Through sharing innovative ideas among members, sessions will be focused on providing... Read more continue reading

Sophisticated robotic advice engine to empower Australian advisers

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American portfolio crash-testing company, RiXtrema, has announced signing an exclusivity agreement and Memorandum of Understanding with a team of Australian wealth management experts led by James Sutherland, Founder and CEO... Read more continue reading

OneVue’s LUMINOUS wins new client

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Endeavour Securities has chosen to partner with OneVue and white label its LUMINOUS platform to support the Endeavour Superannuation fund and IDPS offering, which will shortly be available to advisers... Read more continue reading