Technology

Regtech helps advisers push back against the squeeze

Thursday, 9 November 2017

Growing regulatory pressure, combined with increased client expectations, can put financial planners in a bind. Regulatory technology can create the space for a business to thrive.

The right CRM brings it all together

Wednesday, 8 November 2017
Effective customer relationship management efficiently brings together data from all over the business, into one source of truth that makes life easier for staff and clients.

Don’t choose between digital and traditional campaigns

Monday, 30 October 2017
Online channels such as eDMs, social media and websites are relatively cheap and offer a broad reach. But that doesn’t mean TV and radio have no place.

Interview: ASIC’s Peter Kell expects less regulation, more advice

Wednesday, 25 October 2017
ASIC deputy chair Peter Kell says he’s looking forward to reduced scrutiny of the sector, and a synergy between reforms and technology that will serve planners and the public.

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