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Showing 661 - 670 of 2579 results for "Online"

Intiger makes global operations head redundant

KARREN VERGARA  |  MONDAY, 29 JUL 2019
... features, including a new advice request process, API for third-party integration, SOA quality checking system and an improved online fact find.

FPA launches new CPD platform

ELIZABETH MCARTHUR  |  TUESDAY, 23 JUL 2019
... development solution for members. The FPA's My CPD solution will allow members to track their CPD on the FPA Learn online education platform. My CPD allows members access to the CPD finder and tracker functions that give access to up to 4,000 hours ...

AFA expands support for paraplanners

ELIZABETH MCARTHUR  |  MONDAY, 22 JUL 2019
... Association of Financial Advisers (AFA) launched a new community of practice for paraplanners. AFA Pulse has been designed as an online community, launched with a Facebook page. Any AFA members who are paraplanners or looking to move into paraplanning ...

FPA launches Tinder for advisers

ELIZABETH MCARTHUR  |  FRIDAY, 19 JUL 2019
The Financial Planning Association of Australia has launched a new online service to match Australians with their ideal financial adviser. The Match My Planner service is designed to create matches between clients and advisers. The potential clients' ...

BT Panorama boosts functionality

ELIZABETH MCARTHUR  |  WEDNESDAY, 17 JUL 2019
... advisers need intuitive technology that helps them support client engagement through detailed reporting, quality data feeds, online functionality and processes that limit room for compliance errors through re-keying. These things are a necessity, not ...

Class expands executive line-up

HARRISON WORLEY  |  THURSDAY, 4 JUL 2019
... Russell noted Wilson's "proven track record across a range of industries", including retail banking, wealth management, online broking and ecommerce. Finally, experienced sales professional James Delmar has been appointed chief sales officer. Delmar's ...

Modern slavery rife across sectors: Fund manager

KARREN VERGARA  |  MONDAY, 1 JUL 2019
... revenue must identify and address modern slavery risks across supply chains. These annual statements are made publicly online. The idea is to not "name and shame companies" in the event they adopt a "compliance mindset" and report the bare minimum. Carlsson-Sweeny ...

Advice affordability a growing concern

HARRISON WORLEY  |  FRIDAY, 28 JUN 2019
... client engagement tools of their planning software. "This desire is also reflected in their interest in widening their online client portal capabilities. Almost all planners (94%) believe their clients can benefit from access to an online portal, most ...

FASEA approves association designations

ELIZABETH MCARTHUR  |  THURSDAY, 27 JUN 2019
... recognition to existing advisers who have undertaken these further studies." At the same time, FASEA has released a new online tool to give new entrants to the advice industry and existing advisers in Australia information about the education pathways ...

AstuteWheel adds capability

HARRISON WORLEY  |  WEDNESDAY, 26 JUN 2019
... product that now includes powerful compliance tools and adding additional functionality later," Egger said. The firm said an online fact find and five-minute financial health checks could be sent to new clients, with reverse fact finds also available. ...