BT Wrap unveils online enhancements ahead of year-end

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BT Wrap has launched a series of improvements to its platform as 30 June approaches, including changes to its comprehensive year-end microsite and a refreshed look and feel for its

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Life touches on the general

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The bad news was that my dishwasher broke down the other day. The motor went. The good news was that general insurance covers motor failure in fridges and dishwashers and

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Let them know it’s Christmas

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Last week I suggested that calling clients makes good business sense. This week I’m happy to say that some financial planners are going above and beyond by sending Christmas cards

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Call me

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Blondie came to town last week and I was fortunate to catch the grande dame of rock and was swept up with the rest of the crowd for her Call

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Research highlights need for advisers to prepare for battle

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National President of the Association of Financial Advisers (AFA) Dr Jim Taggart, OAM says recent research published by Roy Morgan Research around the low level of consumer trust in advisers

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Magnitude tackles the future at fifth annual conference

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Magnitude will hold their fifth annual conference this week with the dealer group tackling the future under the conference theme, “Swing of the Pendulum,” against the backdrop of Byron Bay.

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