Monday, July 16, 2018
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Data feeds devalued as API emerges

Government-mandated open banking will empower new tools and lessen the value of data feeds in systems such as Xplan and Coin, one fintech executive says.

Side by side: friendship forged in advice

Amie advised Tina and her husband to set up an SMSF, but the relationship was cemented when the pair started sharing war stories about balancing the budget while raising kids.

The advisers who knew too much

Advisers with the most experience might also be the riskiest to employ in the eyes of wealth management firm owners, new research shows.

FASEA exam proposal will scare some advisers

The standards authority released its draft exam parameters yesterday. Verante’s Liam Shorte thinks they might make a few advisers nervous, Tahn Sharpe writes.

API enables tailored advice

As we move towards government-mandated open banking, advisers can’t afford to miss out on a tool that allows a personalised experience, an executive from one startup says.

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Client comfort should come first

Michelle Veitch believes financial advice should be as pleasurable as visiting your favourite coffee shop, so she decided to create surroundings that reflect that.

When to pounce: Policy news creates buying points

New monetary policy information inevitably creates a reaction, but today’s solid fundamentals mean those dips can be opportunities for a steady hand.

Four steps to making good customer service a habit

The top advisers are delivering a winning client experience by excelling on four important fronts. Here’s how you can, too.

FASEA phonetics need their own FAQ

There is painful irony in the members of the industry not being able to agree on how to pronounce the standards board’s name.

Trust is more than just a virtue

That rapport between client and adviser doesn’t come about by magic. Research has explored the structures professionals must have in place to maintain effective relationships.

Stepping up with confidence

Amanda Jarosz says taking the paraplanner route to becoming an adviser has given her self-assurance and a good understanding of all areas of the business.
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