Senate inquiry a 20-month magical mystery tour
What the Senate inquiry into the scrutiny of financial advice uncovered will never be revealed. Simon Swanson writes on how life insurance missed an opportunity for a long overdue shakeup.
May 18, 2016
INTERVIEW: Andrew Vogt – respecting the profession
The head of an industry fund financial planning business reflects on what creates a healthy working environment that produces the best results for clients. Simon Hoyle reports.
May 17, 2016
Midwinter and SuiteBox solve FoFA opt-in headache for advisers
Financial planning software provider – Midwinter and SuiteBox – the mobile office solution for advisers have collaboratively delivered a seamless electronic solution to alleviate the FoFA Opt-In headache for financial planners. Via their integrated solution which today has gone live, advisers using Midwinter’s AdviceOS will have the ability to carry out online meetings, share screens
May 17, 2016
Don’t panic: tax effective retirement income still an option
While the changes to superannuation in last week’s Federal Budget caught many by surprise, there are well-established options to help people achieve a tax effective retirement income, says Matt Walsh, head of Lifeplan. “The government-mandated superannuation system means that many people had stopped considering alternatives other than super for saving for their retirement. The changes
May 16, 2016
Last night a DJ saved his life – and kick-started a career
Jo Leggatt talks to Andrew Zbik on how he combined an early DJ business with education and world travel to make him, at age 33, the Omniwealth senior financial planner he is today.
May 16, 2016
A recipe for the professional standards body
Mark Sinclair writes that changes to education requirements for financial planners is a once in a generation opportunity for the industry to raise the bar and become a proper profession.
May 16, 2016
Why June looks like ‘a treacherous time’ for investors
Tom Stevenson explains why investors will be challenged by meetings of central banks with unfinished business, and a vote on Britain's exit from the EU.
May 16, 2016
Rubik to partner with MyState on digital banking transformation
Rubik Financial Limited (ASX: RFL), a leading technology company delivering innovative banking, wealth and lending solutions to the financial services industry, has been selected by MyState Limited (ASX: MYS), a diversified financial services group, to partner on the transformation of their digital channels and customer experience offering. Rubik’s technology solution, which will go live in
May 16, 2016
Stockspot Australian ETF report highlights fixed income ETF boom
Report highlights – The ETF market grew 20% over the year to $21.3 billion in funds under management. – The top performing ETF for the year was the BEAR ETF which rose 11%. – For a second year the bottom performing ETF was the Crude Oil ETF which fell -44%. – 128 ASX-listed ETFs have
May 13, 2016
Customers Drive ING DIRECT’S digital experience
ING DIRECT went directly to customers for consultation in redesigning all of its digitals channels in what became the largest single investment the digital first bank has ever made. The new digital platform is a key support for ING DIRECT’s strategy of becoming the primary bank for its 1.6 million customers, using advanced data analytics
May 13, 2016
You think you’re winning, but what do the clients think?
One bad experience with a planner can mean goodbye. Top-level findings presented by CoreData show the industry must address inconsistent service, among other things. Simon Hoyle reports.
May 13, 2016
