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Showing 151 - 160 of 350 results for "Video"

Fintech is not a threat: FPA

KARREN VERGARA  |  THURSDAY, 23 NOV 2017
... to help members apply ideas discussed in the research in the New Year. De Gori delivered the Congress opening address via video as he is away to attend the birth of his second child.

PIMCO launches adviser education tool

ALEX BURKE  |  WEDNESDAY, 22 NOV 2017
... global markets. The new PIMCO Market Intelligence platform includes a six-part CPD-accredited course along with case studies, video tutorials and other educational supplements. Modules include "Bond Basics," "Investing for Retirement" and "Asset Allocation." ...

AMP adds LIF resources as deadline looms

JAMIE WILLIAMSON  |  THURSDAY, 16 NOV 2017
... are being provided with additional resources by AMP. The institution boosted its LIF resource hub, adding a new series of video tutorials developed in partnership with Elixir Consulting's Sue Viskovic. Featuring eight videos focused on practice management ...

For Stanford Brown, life begins at 30

MICHELLE BALTAZAR  |  THURSDAY, 9 NOV 2017
... before rolling them out to the rest of the business. This includes technology around online meetings, digital signatures, video conferencing, live balance sheets and data storage. "The industry is on the cusp of a major technological revolution. Advisers ...

LaSalle appoints local client executive

ALEX BURKE  |  WEDNESDAY, 1 NOV 2017
LaSalle Investment Management has appointed a client executive for Australia and New Zealand. Anita Mustac takes on the role having previously founded digital health platform Dokotela, which is designed to connect mental health patients to specialists ...

IRESS partners for client engagement

JAMIE WILLIAMSON  |  WEDNESDAY, 18 OCT 2017
Users of IRESS can now schedule and hold video meetings with clients thanks to a new integration. The financial services technology provider has partnered with Suitebox to deliver a digital workspace for advisers that will also allow them to screen ...

FS Live Blog: 2017 AFA National Adviser Conference

MICHELLE BALTAZAR  |  TUESDAY, 10 OCT 2017
... Australians were targeted by a scammer in the past 12 months. Session on digital advice up next. 10.30am - Delegates lean in as video plays onscreen about Geoff and Jan, clients of a financial advisory firm, about their views on investing given the uncertain ...

AMP launches LIF-ready resource

KARREN VERGARA  |  WEDNESDAY, 20 SEP 2017
... Framework (LIF) resource aiming to prepare advisers for the 1 January 2018 legislative changes. The resource hub features video tutorials and a cashflow modeller that assesses the impact different remuneration structures can have on an adviser's business. ...

Citi expands Australian wealth business

KARREN VERGARA  |  TUESDAY, 5 SEP 2017
... solutions including a digital currency account tailored for clients investing and transacting in a range of currencies. Video banking, whereby clients can see and speak to a relationship manager and product experts securely via chat, audio and video ...

Digital revamp for Citi wealth arm

KARREN VERGARA  |  WEDNESDAY, 19 JUL 2017
... their investments and asset allocations, diversify, execute trades and track products. One area of success is webinars and video streaming which connects clients to in-house and third-party experts or conference in a specialist - it functions much like ...