Australian brands close the gap between digital experience and customer expectation

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SAP Australia yesterday launched its 2017 Australian Digital Experience Report, revealing that Australian businesses have significantly improved the digital experience they provide, closing the gap to what consumers expect. However, while performance has improved, consumers are still more likely to be unsatisfied with digital experiences than delighted by them. The report, based on results from […]

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Dynamic Asset Consulting launches Australia’s first ‘goals based’ retail super solution for financial advisers and investors

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Dynamic Asset Consulting (DAC), a specialist goals based investment advisory and management company, yesterday formally announced the launch of its new retail superannuation portfolios, which allow financial advisers and investors to tailor super portfolios to achieve specific financial goals. The offering is the first series of portfolios that enable ‘true to label’ goals based investing […]

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ANZ’s OneView Life enhanced for adviser mobile self-service

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ANZ Wealth has announced a suite of enhancements to its online adviser portal OneView Life, providing advisers with centralised, mobile access to client and policy information. Gerard Kerr, Head of Life Insurance at ANZ Wealth said: “The portal’s new dashboard, weekly customisable reports and mobile compatibility equip advisers with immediate access to client information and […]

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Perpetual CEO announcement 

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After seven years with Perpetual including more than five as Managing Director and Chief Executive Officer, Geoff Lloyd will be leaving Perpetual. He will step down from the CEO role on 30 June 2018. Mr Lloyd said, “It has been such a privilege to lead Perpetual. We have both fixed and grown the business. Perpetual […]

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DomaCom signs agreement with Moody’s Analytics

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DomaCom signs agreement to subscribe to the 10-year CoreLogic – Moody’s Analytics Australian Forecast Home Value Index DomaCom will use the forecasts to create Residential Crowdfunding campaigns for each Australian capital city Paves the way for financial planners to access highly targeted residential property investment strategies for clients that leverage off institutional grade research Gen […]

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HUB24 announces platform enhancements

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Australia’s fastest growing platform , HUB24, continues to innovate and connect advisers, their clients and investment managers to solutions that create opportunities for business growth and wealth creation. The company continues to experience strong growth with the platform now reaching $6.6bn in Funds Under Administration (FUA) after achieving net inflows of $740m in the first […]

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New research: Evolving workforce and ageing population demand new solutions to financial hardship problem

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Zurich Insurance Group (Zurich), in collaboration with the Smith School of Enterprise and the Environment at the University of Oxford, has published a new report, Embracing the income protection gaps challenge: options and solutions. The study, based on extensive research, outlines practical recommendations to address critical issues and gives insights into how governments, employers, insurers, […]

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Charles Schwab Australia provides investors simpler US market access 

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Australian investors can now access US markets in an easy and cost-effective way through Charles Schwab Australia. Following its acquisition of Chicago-based US broker dealer optionsXpress, Charles Schwab has re-established a presence in the Australian market. Schwab now provides self-directed Australian investors the opportunity to diversify their portfolios through simple, low-cost access to the most […]

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Powerwrap board and management changes

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Powerwrap has announced that Chris Brant has decided to step down effective this Friday 17 November as both interim managing director and board director, now that a permanent CEO has been appointed. The Powerwrap board will oversee the company’s operations until the new CEO, William Davidson, commences in January. Powerwrap Chairman Matthew Driscoll said the […]

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Managed Accounts completes Linear merger and commences integration

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Managed Accounts Holdings Limited (ASX: MGP) has completed its acquisition of Linear Financial Holdings Pty Ltd (Linear) following the successful raising of $34 million from high quality institutional and sophisticated investors, most new to MGP’s share register. MGP Executive Chairman, Don Sharp said, “The MGP and Linear teams, with the strong support of Sirius Capital Partners, […]

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