Good technology allows independent planners to extract value through ‘virtual vertical integration’

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Much has been made of the perceived advantages afforded wealth institutions with their vertically integrated business model, and ability to shift and clip margin from every element of the value chain. From funds management through product manufacturing, administration and distribution, the big players were seen as the only beneficiaries of vertical integration. The right technology can […]

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How IT Technology is Changing the Financial and Insurance Industry in Australia

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IT Technology has changed and keeps changing many things about how we execute our jobs and business. It’s changed the way we find and are found by clients and the way we interact with them before, during and after a project. The following paragraphs will elaborate on how the Internet is changing the financial and […]

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Investment Trends 2013 Planner Technology Report

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Key findings of the Investment Trends 2013 Planner Technology Report: XPLAN continues to lead the planning software market with the largest number of adviser relationships Midwinter has the highest satisfaction amongst its users IRESS leads planning software market in number of adviser relationships IRESS’ XPLAN increased its lead in the software space following the migration […]

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Enhancing client engagement through apps

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Technology plays an ever increasing role in financial advisers’ service delivery. The ‘i’ age has brought with it tools to help advisers engage with clients. Devices such as iPads and SmartPhones are crossing the generational divide with clients more mobile and requiring a more tech-sophisticated service that goes beyond online scheduling tools for setting up […]

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Tips from the Top:Business advice through Zurich YouTube channel

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Adviser of Year Finalists help launch Zurich YouTube channel Launch marks opening of nominations for 2011 Adviser of Year award Channel launched with ‘Tips from Top’ series with adviser tips on marketing, technology and client care To mark the opening of nominations for the 2011 AFA Adviser of the Year award, Zurich Life & Investments […]

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Prime Super to appoint Russell as administrator to fund

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New partnership set to assist in driving Prime Super’s growth agenda Prime Super, Australia’s only national super fund for rural and regional Australia, has agreed in principle to appoint global financial services firm Russell Investments to deliver administrative services to the fund’s 150,000 members, transferring from current provider Pillar Administration. The new partnership, proposed to […]

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There’s a new Wrap in town!

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MLC & NAB Wealth’s new full service wrap platform, MLC Wrap, is now open for business. MLC Wrap leverages the strengths of the Navigator and MasterKey Custom platforms, creating a platform which is rich in functionality and investment options. MLC Wrap offers a diverse investment menu, with an integrated separately managed account service and a […]

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AvSuper sets new member service and engagement standards with end to end financial technology

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Member centric online calculator raises the bar for super industry Boutique super fund AvSuper has unveiled a sophisticated online calculator that sets new standards in member service and engagement via an intuitive and richly functional online tool. In the first three days of release, more than 10% of the Fund’s members had immediately logged on […]

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AMP technology makes risk easier for IFAs

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AMP has launched a new online risk premium quoting tool, easyquote, for independent financial advisers (IFAs) available through AMP’s Adviser Online service at www.adviseronline.amp.com.au. Easyquote will support all contemporary AMP retail risk products from 21 February 2011. Advisers will also soon be able to validate risk premium estimates for AMP products provided by XPLAN’s Risk […]

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CMC Markets launches first integrated pattern recognition tool for Australian traders

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Allows traders to scan variety of markets and simplifies execution Educates traders on pattern recognition CMC Markets has launched a new pattern recognition tool to help traders sort data, identify patterns and execute trades with ease. It is thought to be the first time in Australia that pattern recognition software has been integrated into an […]

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