In what is understood to be a first in Australia, a group of advisers operating under different licensees has joined together to arrange its own professional development (PD) day.
Category: Services
Online Animation to Tackle ‘She’ll Be Right’ Attitude
January 17, 2012 – 8:58 pm
MLC has launched an animated online tool to help illustrate to consumers the need for insurance at different life stages.
iRisk Advisor Upgrade
January 17, 2012 – 5:26 pm
An updated version of the iRisk Advisor software package has been released into the market. Designed as an Apple iPad-based communication and sales aid for advisers, Version 2 of this service offers a number of enhancements, including:
Phone Advice Doesn’t Have to be Limited
December 7, 2011 – 8:05 am
Phone-based advice should not be limited to simple, single-issue advice, according to ANZ’s Paul Barrett.
‘Try Before You Buy’ Acquisition Offer for Guardian Advisers
November 29, 2011 – 5:25 pm
Guardian Advice has released details of its new business acquisition and succession program, designed to help the group grow its network to 200 advisers within three years.
MetLife Announces SMS Initiative
November 28, 2011 – 4:57 pm
Customers will be sent reminders about their insurance cover via text message as part of a new initiative by MetLife.
Accountants Join Forces with AXA, MLC
November 16, 2011 – 10:05 am
The removal of the accountants’ exemption under the Future of Financial Advice reforms has prompted a partnership between the Institute of Public Accountants (IPA) and AXA and MLC.
Succession Focus for ANZ Wealth
November 15, 2011 – 6:25 pm
ANZ Wealth has launched a new service designed to assist advisers with succession planning.
Advisers Using Macquarie Life Most Satisfied
November 11, 2011 – 11:44 am
Macquarie Life has achieved the highest overall adviser satisfaction ranking in the latest survey from researcher Investment Trends.
New Retirement Planning Tools for Consumers
November 9, 2011 – 8:37 am
Consumers planning their retirement now have two new tools to help them make informed decisions, thanks to the Australian Securities and Investments Commission (ASIC).
