Advice licensees must think digitalBY DARREN SNYDER | THURSDAY, 9 FEB 2017 12:44PM The need for financial advice licensees to increase digital and social media education was uncovered in the latest industry survey. Related News |
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IFM continues global infra drive with appointment, acquisition
IFM Investors head of infrastructure for North America will retire following an 18-year tenure, with the investment company simultaneously announcing the acquisition of a majority stake in a UK-based company from Canadian Pension Plan Investments and OMERS.
ART rolls out new investment technology platform
Australian Retirement Trust (ART) has launched a new portfolio management system as the $375 billion superannuation fund strengthens its investment capabilities targeting further growth.
Advised cover faces claims data test
Group superannuation insurance appears to outperform individual advised cover on some claim's measures, raising questions about the value of advice when it comes to protecting clients against disability.
Trustees drop the ball on advice fee oversight
In line with the government's push to tighten the gap in oversight on financial advice fee deductions from super funds, a solution provider is observing a spike in trustees reaching out for expertise, but highlighted the move is not to assess the quality of advice provided.
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Featured Profile
David Sharpe
CHAIRMAN
FINANCIAL ADVICE ASSOCIATION AUSTRALIA
FINANCIAL ADVICE ASSOCIATION AUSTRALIA
A family man, business owner, cricket fanatic and financial adviser, David Sharpe has many facets. One of his biggest legacies, as he steps down as chair of the Financial Advice Association Australia, is leaving the profession stronger than he found it.
The Financial Standard podcast Tune in each week as we discuss the latest developments in Australia's wealth management industry. |  |
Whether we like it or not, the financial services environment is going through a period of rapid change.
Legislation, regulation and technological advancements mean that dealer groups need to embrace disruption and constantly evolve and adapt in order to survive and more importantly support our advisers.
This means sourcing social media software providers and working with your adviser network in order for them to adapt to change and feel comfortable that they have the support mechanisms in place to help them adapt.
We have recently brought in social media links with external experts for our advisers and are currently working on a number of other social media projects in order to help our advisers continually adapt and feel more comfortable with social media.