How Your Smartphone Could Save You Money
Smartphones should be every financial adviser's new best friend according to a recent report released by Strategi Group Executive Director, David Greenslade.
He says record...
Free Digital Fact Find Offer
On the other side of the Tasman, Digital service provider, Advice Revolution, is offering a free mini fact find package in its quest to...
Call for Advisers to Connect with Digital Natives
Financial advisers should adopt a hybrid approach to customer interactions when it comes to helping digital natives – or the so-called Millennials and Generation...
Changing Regulatory Landscape Creates Opportunities for Advisers
The new regulatory regime provides an opportunity for the industry to raise public trust in financial advice and address the country's underinsurance issue, says...
Easier Claims Management Coming to Partners Life
Partners Life is to speed up its life insurance and medical claims processes with an automated system from international software company Fineos.
Kris Ballantyne, the...
Leveraging Social Media to Grow Your Advice Business
A study has found that clients prefer lifestyle content from financial advisers on social media, according to Tara Clark, the founder of Vancouver-based social...
Fidelity Life To Re-Imagine Insurance Model
Fidelity Life is hoping its $25 million investment in new systems will help it deliver a new insurance model that will help advisers and...
Digital Devices Offer Insurers Strategic Insight To Customers
The development of data-driven business models is impacting the entire insurance value chain, says Swiss Re Institute.
Its report, Data-driven insurance: ready for the next...
Launch of Universal Client Data Feed Platform
A new online platform that accesses client data from all retail insurers has been launched by an adviser based in Australia.
The system has been...