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Showing 1521 - 1530 of 4067 results for "Engage"

Ignition Advice enters UK market

ELIZA BAVIN  |  FRIDAY, 26 FEB 2021
Fintech Ignition Advice has announced it will move into the UK market, establishing new teams in London and Edinburgh. Ignition chief executive of Europe Terry Donohoe said he is delighted by the move into the UK market. "By bringing advisers and their ...

HUB24, Netwealth top platform rankings

JAMIE WILLIAMSON  |  MONDAY, 22 FEB 2021
Investment Trends' latest look at the platforms space has seen HUB24 just inch out Netwealth for the lead when it comes to overall functionality. The 2020 Platform Benchmarking & Competitive Analysis Report sees HUB24 rank first for platform functionality ...

Limited advice overdue for disruption

KARREN VERGARA  |  THURSDAY, 18 FEB 2021
... like ours, we are passionate about finding ways to meet the needs of the average Australian." Less than 10% of members engage with their superannuation account - if at all, according to InPayTech chief innovation officer Brad Riley, pointing to the payment ...

CBA guilty of deceptive conduct

ELIZA BAVIN  |  WEDNESDAY, 17 FEB 2021
The Federal Court has found Commonwealth Bank of Australia made false or misleading statements and engaged in deceptive conduct on over 12,000 occasions. Justice Lee found that CBA breached financial services law 12,119 times when charging a rate of ...

PPS Mutual offers new IP solution

ELIZA BAVIN  |  TUESDAY, 16 FEB 2021
... to cease offering new agreed value income protection policies in 2020. Additionally, PPS said it sees the opportunity to engage and incentivise professionals to take out insurance cover at the beginning of their professional careers, in turn helping ...

PADUA launches client fact find

ANNABELLE DICKSON  |  MONDAY, 15 FEB 2021
The financial technology firm has launched a client facing digital fact find to eliminate time consumption in obtaining pre-meeting information. CAPRI has completed beta testing and makes the gathering of information less overwhelming for clients. It ...

How to attract high net worth clients

ELIZABETH MCARTHUR  |  MONDAY, 15 FEB 2021
The latest Netwealth The Advisable Australian report has revealed the attitudes of potential financial advice clients when it comes to brand affinity, finding that higher incomes bring higher expectations. The report found that increased household income ...

ASIC imposes licence conditions on Poynter Hargraves

ELIZABETH MCARTHUR  |  WEDNESDAY, 10 FEB 2021
... to meet the best interests duty and related obligations." The additional licence conditions require Poynter Hargraves to engage an independent expert to review its audit process, making recommendations about how the firm's auditing and conflict management ...

NEOS, ClearView lead satisfaction

ELIZABETH MCARTHUR  |  TUESDAY, 9 FEB 2021
New research from Investment Trends has measured how satisfied risk advisers are with their main life insurers across key service areas, NEOS Life and ClearView on top. It found that NEOS overtook ClearView to become the insurer advisers are most satisfied ...

Centrepoint to roll out advice tech

ANNABELLE DICKSON  |  MONDAY, 8 FEB 2021
Centrepoint Alliance has formed an agreement with UK-based financial advice technology provider Intelliflo to distribute the service across the Australian market. The ASX-listed advice group's adviser network will be some of the first in Australia to ...