Centrepoint delivers new digital workspace technology
Centrepoint Alliance has partnered with New Zealand software firm SuiteBox to deliver new state-of-the-art video conferencing technology and digital signing technology to its network of advisers, enabling them to ‘meet’ their clients online, view and sign documents and share video records from client meetings. SuiteBox is a digital workspace that uses technology to replicate a
June 13, 2017
Melbourne planner trades fisticuffs for finance
When it was time for Scott Brouwer to move on from trading blows in the ring, rolling with the punches meant starting a career in financial planning.
June 13, 2017
Professional codes only as strong as enforcement powers
Panellists at the Banking and Finance Ethics Conference agreed that codes and standards are only as good as how they are enforced, then discussed ways to get it right.
June 13, 2017
High-pressure sales tactics are a poor fit for today’s world
Sales is an important function for any business, which is why it’s critical to weed out the use of pushy tactics and replace them with a new way of thinking.
June 13, 2017
Easy to tell the best from the rest at Licensee Summit
Today, licensee businesses generally fall into two distinct groups: One is still talking about the need to change; the other has simply changed.
June 09, 2017
Licensee of the Year winners revealed at summit
CoreData and Professional Planner have named the winners of the 2017 Licensee of the Year Awards. Matrix Planning Solutions took home top honours.
June 09, 2017
From a ‘very bad start’ to Licensee of the Year: A winner’s tale
CoreData and Professional Planner’s Licensee of the Year explains the role of technology in turning its fate around.
June 09, 2017
Engage mind, body, spirit to improve mental health
Mental strain takes money away from your business. Learn what you can do to help staff manage the bad stress of work and life more productively.
June 08, 2017
Do’s and don’ts of estate planning
Comprehensive preparation for when a client passes involves far more than simply preparing a will. Here are some pointers for getting it right.
June 08, 2017
Centrepoint launches online application portal for new advisers
Centrepoint Alliance has launched a new online application portal to dramatically improve and streamline the transition process for new advisers applying to join the Centrepoint community. According to Karen Machovsky, Head of Advice Services at Centrepoint Alliance, the new portal enables advisers to transition more quickly and easily than previously possible. “Moving from one dealer
June 07, 2017
