AdviceOS calculators tap into gamification

26-May-2017

Technology provider Midwinter Financial Services has released its AdviceOS calculators incorporating a gamification approach and aimed at providing an off-the-shelf configurable calculator solution to be included on .. Read More

AdviceOS calculators tap into gamification

26-May-2017

Technology provider Midwinter Financial Services has released its AdviceOS calculators incorporating a gamification approach and aimed at providing an off-the-shelf configurable calculator solution to be included on .. Read More

Industry lags public commitment

26-May-2017

The financial advice industry needs to pay greater attention to clients if it wants to improve its standing, said 2016 Female Excellence in Advice winner Peita Diamantidis. Speaking at the Association of Financ.. Read More

Opinion - Budget a driver for change in advice

26-May-2017

While many people are debating whether the 2017 budget was good, bad or neither, to me one thing is clear - it depends. I am not going to debate the political angles and whether, overall, a “tax more, spe.. Read More

AMP overhaul focuses on productivity, platforms

26-May-2017

Improving the productivity and revenue generation capabilities of its existing adviser network as well as driving new revenue streams have been identified as the two key catalysts behind AMP’s transformation of.. Read More

Property price drop multi-faceted concern

25-May-2017

The potential for residential property prices to fall in the immediate future could be problematic for investors, both directly and indirectly, according to a portfolio manager. BlackRock Australian fundamental .. Read More

Goals can aid, not hinder, traditional advice

25-May-2017

Goals-based advice represented a fundamental challenge to the traditional model of risk profiling of clients, but it was wrong to say there could not be a synergy between the two, according to imac legal and complian.. Read More

Industry must rise to product challenge

25-May-2017

The pool of capital in Australia’s superannuation system was set to reach almost $3 trillion over the next 10 years, representing a huge opportunity for industry participants to expand the breadth of products a.. Read More

Millennials should widen investment scope

25-May-2017

The emerging class of millennial investors would be wise to broaden their investment horizons by understanding the benefits of investing in managed funds and diversification beyond the traditional mainstay of residen.. Read More

Underinsurance still an issue

24-May-2017

The latest survey from Real Insurance has shown more than 50 per cent of Australians remain without life insurance or feel the cover they have in place is inadequate despite the majority of them being constantly worr.. Read More

Western Asset, IOOF make appointments

24-May-2017

Legg Mason fixed income specialist affiliate Western Asset has welcomed Jonathan Baird to the fold in the newly created role of investment specialist and client executive. Based in Melbourne, Baird will focus o.. Read More