Category | Technology

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ClearView Offers Flat Fee Facility for Life Advice

ClearView has launched a new online payment facility that will allow financial advisers to charge and process flat fees for life insurance advice. (more…)

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6 · February 6, 2018 in Company News, Products, Remuneration, Technology  
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Online Insurance Purchases Double in Five Years

The level of life insurance purchased online from insurers has increased by more than 100 per cent in the last five years with around 350,000 policies sold via this channel in 2017, according to research released by Roy Morgan. (more…)

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1 · January 22, 2018 in General, Products, Technology  
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ClearView Revamps Quote and Application Platform

ClearView has made a number of enhancements to its life insurance quote and application system, including the addition of tele-interviewing, in an effort to reduce the administrative work undertaken by advisers. (more…)

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0 · January 16, 2018 in Company News, Products, Services, Technology  

AMP Launches Digital Goals Modelling Engine

AMP has launched a goals modelling engine it will be providing to its advisers to show clients how their choices may impact the ability to achieve their goals over time. (more…)

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0 · December 7, 2017 in Services, Soft Skills, Technology  

News in Brief

ANZ Wealth Insurance Portal Goes Mobile; MLC Life Named as Super Fund Insurer (more…)

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0 · November 21, 2017 in Company News, Superannuation, Technology  

AFA Signs Partnership with Map My Plan

The AFA has partnered with robo-advice provider, Map My Plan, to offer a service to advisers to help them attract new clients and build financial literacy among new and existing clients. (more…)

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0 · October 12, 2017 in Associations, Conferences and Events, Practice Management, Services, Technology  

Coaching is Future of Financial Advice

Financial advisers should consider broadening their services to become a financial lifestyle coach while also adopting new technology to meet regulatory requirements, a new whitepaper has claimed. (more…)

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0 · August 22, 2017 in Compliance & Regulation, Practice Management, Practice Marketing, Soft Skills, Technology  

News in Brief

ASIC Seeks Peer Review Panel Members Infocus to Expand H&R Block Referral Program ClearView Signs Xplan for Scaled Advice (more…)

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0 · August 15, 2017 in Company News, Dealer Groups, Services, Technology  

ANZ Trials Wellness Program With OneCare Customers

ANZ Wealth has begun a trial of a wellness program with 3000 participants in a bid to drive healthy behaviours among its OnePath and OneCare customer base. (more…)

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0 · July 25, 2017 in Company News, Services, Technology  

MLC Life Launches Group Life Platform

MLC Life Insurance has continued its rollout of new life insurance related technology with the launch of a group insurance digital platform for superannuation funds. (more…)

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0 · July 25, 2017 in Claims, Company News, Superannuation, Technology