Sentry awards recognise adviser excellence

28-Mar-2017

Financial services licensee Sentry Group has recognised the top-performing financial advisers and practices within its national network at its 2016 Excellence Awards. Sentry chief executive and chairman Murray H.. Read More

Sentry awards recognise adviser excellence

28-Mar-2017

Financial services licensee Sentry Group has recognised the top-performing financial advisers and practices within its national network at its 2016 Excellence Awards. Sentry chief executive and chairman Murray H.. Read More

Cyber breaches risk adviser reputations

28-Mar-2017

Advisers risked exposing themselves to reputational damage through breaches of client data as a result of cybercrime, which was often not covered under traditional business indemnity insurance, according to Aon. .. Read More

Crowdfunding law a boon for fintech sector

27-Mar-2017

Incoming legislative changes to equity crowdfunding will help further “democratise investing” by allowing retail investors to participate in funding rounds for local fintech start-ups, according to Equiti.. Read More

MyNorth upgrade enhances AMP options

27-Mar-2017

AMP platform MyNorth has been upgraded to allow advisers to manage multiple client activities simultaneously and have more choice in estate planning, according to the platform provider. The upgrade, which comes .. Read More

Customised modelling tool stretches savings

24-Mar-2017

An advice modelling tool with the backing of a Silicon Valley venture capital firm has launched in the Australian market, aiming to boost clients’ retirement savings by generating more optimal investment outcom.. Read More

BT Panorama expands end-to-end horizon

24-Mar-2017

Completing client statements of advice (SoAs) and accessing international equities are set to become functionalities of BT Financial Group’s (BTFG) Panorama platform, in a move that will allow advisers and inve.. Read More

Embrace apps to reach younger clients

23-Mar-2017

Digital engagement was key to building a rapport with millennial clients and financial advisers should look to harness the potential of mobile apps to teach basic skills around savings and investments, according to i.. Read More

Video learning to boost adviser education

21-Mar-2017

No More Practice has unveiled a free online training portal for advisers and licensees, with a focus on providing comprehensive video learning modules for the financial planning sector. The initiative, which the.. Read More

Edtech can tame regulatory tsunami

17-Mar-2017

Higher qualifications and ongoing training have the power to transform financial advice, but the industry is yet to realise the full potential of educational technology (edtech) innovation and its applications to thi.. Read More

Quant screens a tonic for thematic robos

17-Mar-2017

Quantitative screens can increase returns from thematic robo-advice portfolios using two distinct approaches to building indices, according to a new whitepaper from wealth management software provider Quantifeed. .. Read More

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