Technology

Advisers explore tech options but not with clients

According to a survey of 600 advisers recently conducted by Zurich Financial Services Australia, adviser use of social media and technology is up ... [more]

Social media: the wild west of financial advice

Respondents to a recently released Core Data Consulting’s Social Media: Engaging Financial Services Consumers Survey, were largely negative about whether financial services companies ... [more]

Will mobile browsing bypass your website?

Financial planners without mobile-ready websites could soon be missing out on a significant amount of online business. Website visitors are 51 per cent ... [more]

How social media can work for you

Alan Shields explains how social media can be harnessed to enhance the quality of client relationships and says that while much of the ... [more]

Changing times test technology

The financial service technology company IRESS believes opt in “will happen, one way or another”.  [more]