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

Digital embrace poses new trust challenge

26-May-2017

The rise of artificial intelligence and innovative digital technologies coupled with dwindling consumer confidence in market players means institutions must be ready to transform the way in which they engage with cus.. 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

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

Retail super trumps industry funds

24-May-2017

The latest Roy Morgan Single Source survey has found in the six months to March 2017 superannuants were more satisfied with retail superannuation funds compared with their industry fund counterparts. The researc.. Read More

CIPR solutions very complex

23-May-2017

An analysis performed by risk management firm Milliman on comprehensive income products for retirement (CIPR) or MyRetirement offerings has concluded great demands will be placed on superannuation funds to arrive at .. Read More

Direct life insurance sector holds steady

23-May-2017

Recent analysis of the direct life insurance sector has revealed its market share has remained steady, accounting for 25 per cent to 30 per cent of the individual risk market. The result comes despite product p.. Read More

Adviser distrust not justified

22-May-2017

The attitudes towards financial planners and advice were not reasonable as the industry has improved its education standards and do-it-yourself investing bore many risks, an industry executive has warned. Accord.. Read More

Planners may need advice-specific degrees

22-May-2017

Financial advisers entering the industry from 2019 were likely to need a specialised degree approved by the government’s soon to be established Financial Adviser Standards and Ethics Authority (FASEA), which wo.. Read More