Category: Technology

Specialised Medical Service for Synchron Advisers

Synchron has partnered with a mobile medical and pathology service to help its advisers manage the collection of medical requirements for insurance clients.

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News in Brief

  • AdviserLogic Integrates with Omnium
  • Zurich Appoints Chief Actuary

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OneCare Product, Service Enhancements - Outside/In

OnePath’s national roadshow is under way this week, where advisers are being presented with the insurer’s latest initiatives supporting its OneCare range of insurance solutions.

OnePath says the specific product, service and technology enhancements that have been introduced reflect an ‘outside/in’ philosophy, where consumer and adviser feedback have combined to dictate the direction of this product and services upgrade.

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Lifewise Time Capsule Launched

The Financial Services Council (FSC) and online women’s magazine and discussion site Mamamia have launched the latest initiative in their underinsurance awareness campaign - a digital photo-sharing project called The Time Capsule.

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News in Brief

  • AFA Excellence in Education Awards Open
  • Updated Draft Prudential Standards for Insurance in Super
  • Online Engagement With Super Highest Amongst Seniors

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‘Robo-Planners’ Will Provide Advice in Future - Actuaries

In the future, financial advice may be provided by ‘Robo-planners’ that access personal information through Facebook to deliver customised advice, according to the Actuaries Institute.

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News in Brief

  • AFA Launches New Website
  • FSC 2012 Conference Details Released

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XPLAN Retains Top Ranking

XPLAN is still the number one financial planning software on the market, but Coin is the first choice for Statement of Advice (SOA) functionality, according to the latest Investment Trends report.

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Advisers Not Using iPads With Clients

The number of advisers with a tablet computer is on the rise, but few are using them with clients, a survey by Zurich has found.

The insurer asked more than 600 advisers whether they were using a tablet in their practice, and found that while one third of respondents owned a device, only one in five were using it during client meetings.

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FPA Embraces Immediacy of Social Media

Financial Planning Association (FPA) members have been quick to engage with social media forums as a way to remain up to date with industry issues, according to the Association.

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