All Articles tagged with 'Peter Malekas'

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With trust levels plummeting, it’s time to get personal

Tackling the trust issue is one of the greatest challenges currently facing our industry. Peter Malekas explores practical ways for advisers to turn the tide. We are experiencing a national

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17 Jul 2018

Moneysoft calls on financial planners to help clients understand their expenditure

Financial planners need to broaden their role and help clients understand their household expenses in the wake of the Royal Commission’s damning revelations. Australian households have racked up record levels

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31 May 2018

Moneysoft makes client engagement more compelling with its new user interface

Moneysoft has re-launched its client engagement and financial wellbeing platform with a more intuitive and streamlined user interface that cuts the time it takes professionals to analyse their clients’ key

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08 Mar 2018

Moneysoft expands team with eight new appointments

From Morningstar

Moneysoft has appointed eight new staff in response to growing demand for its suite of personal financial management solutions. This expansion boosts Moneysoft’s frontline account management and client service teams

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24 Nov 2017

Moneysoft expands footprint with Investfit and Xeppo integrations

Moneysoft has struck new deals to integrate its cashflow as a service solution with goals based advice software Investfit and software data connector Xeppo. The partnerships bring together powerful technology

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25 Aug 2017

Advisers welcome new package designed to boost client engagement, satisfaction and revenue

Leading personal financial management (PFM) software provider Moneysoft has launched a complete package of resources and tools to help financial advisers introduce an effective, profitable budgeting and cashflow management service

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09 Nov 2016

Moneysoft launches innovative benchmarking tool for advisers and clients

Financial advisers now have access to a new benchmarking and reporting tool, giving them unique insight into the spending habits of their client base and the ability to compare the financial

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09 Mar 2016

FinTech marriage spawns next-gen platform

Advisers can now automatically track their clients’ bank, superannuation and investment account balances, determine the optimal way to invest funds and monitor a client’s financial progress with a new integrated

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20 Oct 2015

Advisers embrace new fintech client engagement tool

Financial planning practices aligned to 17 of the top 50 dealer groups nationally have integrated an innovative new budgeting and cashflow management solution into their advice processes, following a successful

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01 Oct 2015

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 [...]