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AdviserLogic launches Licensee Console and CRM

From AdviserLogic

Financial planning software provider, AdviserLogic, has launched Licensee Console (the console) and Licensee CRM, enabling Australian Financial Services Licensees (AFSL)s to deliver direct-to-practice enhanced services, more efficiently. AdviserLogic head of

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21 Jan 2015

AdviserLogic Training offers CPD points

From AdviserLogic

Authorised representatives who take part in training for their AdviserLogic software will be eligible for up to four Financial Planning Association (FPA) Continuing Professional Development (CPD) points as of 27

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04 Nov 2014

AdviserLogic appoints training manager and product specialist

From AdviserLogic

Financial planning software provider, AdviserLogic, has appointed Gayle Forster to the role of Training Manager and Product Specialist. Mrs Forster is a Certified Financial Planner (CFP), and was previously handling

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28 Oct 2014

AdviserLogic to work with SuperRatings

From AdviserLogic

AdviserLogic is to work with superannuation research provider, SuperRatings to offer financial advisers the ability to thoroughly and extensively research and compare clients’ existing and proposed superannuation arrangements. “Advisers must

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24 Sep 2014

AdviserLogic rank number one for ‘Ease of Use’

From AdviserLogic

AdviserLogic wins ‘Ease of Use’ Award in 2014 Investment Trends Planner Technology Report AdviserLogic Managing Director, Gundeep Sidhu, says the fact that AdviserLogic was specifically designed from an adviser perspective to

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04 Sep 2014

AdviserLogic – New Appointment in Western Australia

From AdviserLogic

Financial planning software house AdviserLogic has announced that they have appointed Michael Jobbins as Sales Manager for Western Australia and South Australia. Michael has thirty-five years experience in the financial

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06 Feb 2014

AdviserLogic self sufficient in data feeds

From AdviserLogic

Financial planning software house AdviserLogic has announced that they now directly receive 26 investment data feeds covering over 200 platforms. Head of Product Development, Daniel Gara, says “Over the last

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17 Jan 2014

Earn CPD Points

CPD: A TTR strategy for modern retirement
We are currently witnessing one of the most significant demographic transformations in Australia’s history. Over the next decade, an estimated 2.5 million Australians are expected to enter retirement[1]. This article, [...]
CPD: Trend following in uncertain times
Trend following strategies aim to generate returns by capturing sustained price movements across a diverse range of asset classes. Unlike traditional investment approaches that rely on valuation or forecasting, trend [...]
CPD: Aged care advice and ethics
Data from the Australian Institute of Health and Welfare (AIHW) shows that Australia’s population aged 65 and over is projected to reach 22% – or 8.8 million people – by [...]
CPD: AI governance – a practical framework for advisers
Regulator scrutiny of AI governance just got serious In years to come, they may well call it the ‘Mythos effect’ – the point in early 2026 where all the concerns [...]
CPD: Thinking outside the box – providing a loved one a paycheque for life
Australia’s great wealth transfer is well underway. An estimated $5.4 trillion is expected to pass from those aged 60 and over to younger generations within the next two decades.[1] In [...]