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| | | ... kick off a further advice needs conversation. Clients can also view key account information after logging onto their secure site, including balances and most-recent transactions. Other changes include being able to view tax information and beneficiary ... |
| | | | ... Investable, for professionals and non professionals' alike as a compliant networking tool for the investment industry. The site allows users to create an account or profile and enter stock recommendations, which are then price stamped when they enter ... |
| | | | Advisers have focused too much on industry funds and not enough on their own value proposition said the insurance professional development service, The Risk Store, in its latest newsletter. "Criticism of the industry funds' advertising tactics is possibly ... |
| | | | ... to the same advice engine," said Coyle. Super members can access the advice tools in the main area of the AustralianSuper site, and they are also available on the iPhone, iPad, Android and Blackberry. |
| | | | UK insurance behemoth, Aviva, may need to protect its own brand after a social media storm raged in response to its new sponsorship adverts dominating a popular television program. Aviva promised an innovative range of ads or 'idents' to accompany the ... |
| | | | ... said that the 'next generation' service, which went live today, would enable advisers and licensees to white label the new site and reports to promote their own brand. They can also access new features including online corporate actions, auto sell down ... |
| | | | ... and insurance. "MLC facilitated a seamless transition from our previous super fund, with regular communications and even on-site visits to speak with employees, all of which our staff found very valuable," said Robert Hammond, chief executive, Clark ... |
| | | | ... their family finances," said Murphy. The package of four products is available for a small fee from the Christian Super web site. |
| | | | ... with Facebook pages had increased to 56%. The same report revealed a massive swing towards Twitter, which had become the site of choice for financial services companies. Only 15% of the firms Corporate Insights followed had a Twitter profile in 2008 ... |
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