Category | Services


OnePath Product, Services Update

Zurich continues to walk the talk of a long-term dual brand strategy as OnePath announces a new premium discount and service enhancements to its market offer. (more…)

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0 · August 9, 2019 in Products, Services  

Financial Planners Embrace Self-Licensing 

More planners are turning to self-licensing, however the dealer group model will continue to play a major role, according to the latest Licensee Satisfaction Report from research firm Investment Trends.   (more…)

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2 · August 5, 2019 in Compliance & Regulation, General, Practice Management, Services, Training  

Xplan to be Simplified For Users

Iress has announced it will release the first of several planned updates aimed at making advice software platform Xplan simpler for users and to give them greater access to its functionality. (more…)

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· August 1, 2019 in Company News, General, Practice Management, Services  

AFA Launches Paraplanner Support Network

The Association of Financial Advisers has announced the launch of a new community of practice for paraplanners, called Pulse. (more…)

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· July 19, 2019 in Associations, Services  

New Adviser Matching Service Initiative

A new online matching service from The Financial Planning Association of Australia aims to help Australians find the certified financial planner best suited to meet their personal money and life needs. (more…)

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· July 19, 2019 in Associations, Services  

Advisers Proactive With FASEA Exam Preparation

Education provider, Kaplan Professional, believes many licensees and their financial advisers are already on the front foot with their FASEA exam preparation, despite calls from the industry to extend the deadline for FASEA’s Financial Adviser Examination. (more…)

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0 · July 8, 2019 in Company News, Services, Training  

NEOS ‘Industry First’ Initiative

NEOS Life has announced what it claims are market leading enhancements, allowing financial advisers to save time when arranging risk-only superannuation cover for their customers. (more…)

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· July 8, 2019 in Company News, Services, Technology  

Compliance Burden Still Top Challenge For Planners

Financial planners have indicated that compliance burden remains their top challenge, according to the latest findings from research firm Investment Trends.  (more…)

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· July 3, 2019 in General, Practice Management, Services, Technology  

TAL ‘Future of Better Health’ Event

TAL recently conducted an industry event at which it articulated its plans, including its agenda to ensure health and wellness forms an integral component of its future value add for consumers and partners. (more…)

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0 · July 3, 2019 in Company News, Services  

Zurich Launches New Wellness Program

Zurich has launched the industry’s latest health and wellness program, called LiveWell. (more…)

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0 · June 21, 2019 in Company News, General, Services