New research: Gen Y shun online when it comes to buying insurance

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Despite a preference for researching and buying many products and services online, when it comes to insurance for themselves and their business, most Gen Y Business Owners (Gen YBOs) prefer... Read more continue reading

Chi-X ready to commence operations

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ASIC has confirmed Chi-X Australia Pty Ltd (Chi-X) has met its licence pre-conditions to commence as a provider of exchange markets in Australia and it can commence operations from 31 October... Read more continue reading

Asgard releases details on Infinity eWRAP

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Asgard has released further details of its new Infinity platform ahead of a major national roadshow in five Australian cities.  The roadshow, to be attended by more than 1,000 advisers,... Read more continue reading

Advisers choosing great compliance security and SOA speed

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Australian financial advisers are increasingly measuring practice success by the robustness of their compliance checks and balances, not just the speed by which they are able to generate a client’s... Read more continue reading

Have the Baby Boomers become the Baby Gloomers?

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As the first of the Baby Boomers turn 65 this year, RaboDirect has found that of the 4 million or so people in this generation, one in five will retire... Read more continue reading

Experts schmexperts

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I’ve heard that the worst thing about being an author is that everyone else thinks that they can write a book too.  Everyone has a story, everyone reads…so everyone thinks... Read more continue reading

Does your website benefit your ego or your business?

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Over the years I’ve had plenty of advisers tell me that websites just don’t work for financial advisers and planners. When I ask them why, they’ll generally tell me about... Read more continue reading

Online enquiry forms

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As a financial adviser, why do you have a website?  Some of you will say it’s about branding or profile building, but ultimately it is to attract leads. Once your... Read more continue reading

What do your clients think of you?

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Few advisers would disagree that providing top class client service is a critical part of running a successful practice, but it is dangerous for planners to assume that they know... Read more continue reading

CMC Markets leads CFD evolution with new platform

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CMC Markets is raising the bar for Australian CFD providers with the launch of its CMC Tracker platform for Australian investors. The result of A$156m of investment over two years,... Read more continue reading