GBST delivers online calculators with configurable content management solution for Hejaz Financial Services

From

Hejaz Financial Services (Hejaz), Australia’s leading diversified provider of Islamic financial products and services, has selected GBST to provide a suite of nine online calculators, powered by GBST’s Equate technology,... Read more continue reading

Storytelling is critical to the future of financial advice

From

Listed financial services company, ClearView has released a booklet of customer reviews to highlight the benefits of life insurance advice and urge the industry to share their success stories, amidst... Read more continue reading

Best practice advice means meeting client expectations too, doesn’t it?

From

What constitutes “Best Practice” advice process is a constant work in progress, but it does not develop as rapidly as either technology or client expectations do. In fact, there is... Read more continue reading

Ethics and inappropriate financial advice

From

Earlier this month ASIC revealed that six of Australia’s biggest banking and financial services institutions have paid or offered over $3 billion in compensation for financial advice-related misconduct. Much of... Read more continue reading

Adviser briefing – genetic testing in life insurance

From

2022 review of life insurance genetic testing moratorium In June 2022, Australia’s life insurers announced[1] their intention to cease their membership of the Financial Services Council (FSC) and form a... Read more continue reading

Customer sentiment for Super funds improved, but only for top CX performers

From

Sentiment – how the interaction made the customer feel – rose for the Super funds performing best on customer service, according to the latest SenseCX benchmarking report[1] published by CSBA.... Read more continue reading

Heritage Bank teams up with mental health platform to support staff wellbeing

From

Heritage Bank has prioritised the wellbeing of its staff by becoming the first banking institution in Australia to sign up to mental health and wellbeing platform Unmind. The new initiative... Read more continue reading

Greenwashing – a major financial consumer protection challenge

From

Greenwashing, and the importance of being kind to trees Some readers with more than a few miles on the clock may remember a comedy show from the 1990s, Absolutely Fabulous,... Read more continue reading

Kearney Group named ESG Portfolio finalist for 2022 IMAP Awards

From

Kearney Group is pleased to announce the firm has been named finalist for the 2022 IMAP Managed Account Awards. Kearney Group’s Ethos Managed Portfolios have been selected for the inaugural... Read more continue reading

Millennial investors stick to guns in worst market falls since COVID  

From

Despite Australia’s worst market downturn since March 2020, well over half of investors on Australia’s leading long-term investing and wealth management platform, Pearler, remain undeterred in their investment strategy, pointing to... Read more continue reading