PhD students ready for AMP Amplify Ignite

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Seventeen PhD students have been selected for the ultimate opportunity to gain funding for their research – but they have only got 150 seconds to convince an audience they deserve the top prize. On November 14th the students will stand under the blaring lights on a Sydney stage to sell years of research to an audience […]

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Good adviser relationships withstand misconduct revelations – new MetLife research  

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Honesty and trustworthiness are the top attributes consumers and small business owners look for in a financial adviser, according to new research released by MetLife Australia. Furthermore, those who have established trusted relationships with their adviser say the Financial Services Royal Commission will have no impact on their advice relationship. The MetLife Adviser-Client Relationship Report 2018 results […]

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Synchron launches new app for advisers

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In its quest to further leverage technology for the benefit of its advisers, Synchron has unveiled a second smart phone app. Called the Synchron Prof Development app, it follows on the heels of the Synchron Conference app launched last year. Similar to the Conference app, the PD day app allows advisers to view and register […]

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Can an email serve as a good notice under a contract?

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Electronic communication is certainly the dominant method of communication nowadays and it is tempting to believe that in today’s modern society sending a simple email as opposed to a formal letter will surely serve as a valid notice under a contract. Let’s consider an example. John is a tenant and his initial lease term is […]

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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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