Technology will fundamentally change investment industry but not all institutional investors are ready

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Institutional investors worldwide expect that new technology tools will significantly reshape the investment industry landscape by 2025, but a large proportion are yet to test the water with emerging technologies, according to the latest Fidelity® Global Institutional Investor Survey. The survey, which is the largest of its kind with responses from 905 institutions in 25 […]

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Mentor launches property course to assist advice practitioners and real estate career aspirants 

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Mentor Education Group has responded to a growing number of calls from accountants, brokers and financial planners for a course in real estate as more professional advisory practices position themselves for the future as ‘one-stop-shop’ service providers, said Mentor founder and managing director Dr Mark Sinclair. In addition, real estate has become a beacon for many […]

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Seventy per cent of M&As fail – be one of the thirty per cent

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M&A is high risk. Research from The Economist Intelligence Unit (and other sources) suggests that inadequate due diligence is a key factor in business case failure – particularly as it reduces the effectiveness of the integration program. Even Wesfarmers can get it wrong! There are many examples over many decades of M&As failing to achieve […]

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YTML opens Seido Financial Advice App Store at the AFA Conference

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YTML will officially open the Seido Financial Advice App Store at the Association of Financial Advisers (AFA) Conference on the Gold Coast this week. YTML CEO, Kevin Liao said Seido, which has already attracted various providers including SuiteBox,  AstuteWheel, Omnium, ChantWest and customised offers, enables Apps which have been designed for each stage of the […]

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Understanding emotions key to successful advice

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Understanding some of the basic principles of behavioural science can help financial advisers to design better “advice experiences” for their clients. An experience that’s centred around a client’s goal achievement, according to a new white paper from Advice Intelligence (a.i.). a.i.’s online goals-based advice (GBA) white paper aims to highlight the importance and benefits of […]

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New Zurich Adviser Portal to significantly improve adviser efficiency

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Zurich has announced the launch of its ‘next generation’ adviser portal, incorporating a new online platform for life insurance quotes and applications. Developed in conjunction with Omnium, UnderwriteMe and User Experience specialists Jade Software, the Zurich Adviser Portal also incorporates client management functionality and utilises the UnderwriteMe rules engine to significantly increase straight-through-processing rates. An […]

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Complicated products have owners manuals, why don’t ours?

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Let’s face it: our products are complicated as far as clients and prospects are concerned. The funny thing is, nearly all of the products we buy are pretty complicated these days.  Even though we men folk tend to ignore them to begin with, most of the complicated products come with explanations about how they work […]

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State Street Global Advisors reports Fearless Girl’s Impact: More than 300 companies have added female directors

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State Street Global Advisors, the asset management business of State Street Corporation (NYSE: STT), has announced its latest impact figures for the Fearless Girl campaign, demonstrating continued progress for the firm’s gender diversity asset stewardship programs in the US, UK, Australia, Japan, Canada and continental Europe. Since the introduction of Fearless Girl in 2017, more […]

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Cybercrime – reduce your online risk

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Every year, thousands of Australians and Australian businesses fall victim to online crime, or ‘cybercrime’. In the first three months of 2018 alone there were 14,189 reports made to the Australian Cybercrime Online Reporting Network (ACORN). That was just the crimes that were reported and the financial services industry will always be a prime target. “At […]

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Raiz Invest brings financial insights to life with Facebook chatbot  

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Raiz Invest Limited, the mobile-first micro-investing platform, has launched a chatbot to improve the user experience. Customers can ask Ashlee specific questions about their account or the financial markets and get general customer support. Much like a personal fitness coach, the aim is to help Australians have a healthier relationship with their finances. With an […]

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