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Showing 1 - 8 of 8 results for "Adviser input"

Platform comparison fintech launches

KARREN VERGARA  |  TUESDAY, 22 AUG 2023
SuitabilityHub, a new fintech that allows financial advisers to compare platform providers' features and takes the focus off fees, has launched to financial advisers. SuitabilityHub is a one-stop shop that drills down on platform providers' ...

We do get it: Levy

CASSANDRA BALDINI  |  FRIDAY, 18 NOV 2022
Michelle Levy has responded to suggestions there's been minimal financial adviser input to the Quality of Advice Review, saying there's a lot more going on behind the scenes than people realise. Speaking on the Financial Standard podcast, Levy ...

Iress announces changes to Xplan

ELIZABETH MCARTHUR  |  WEDNESDAY, 31 JUL 2019
... functionality but there was an opportunity to make it simpler and easier to use." She added that during the testing period, adviser input on the functionality of Xplan was taken into account. "The feedback we've received from those testing the new Xplan ...

Zurich launches new adviser portal

KANIKA SOOD  |  FRIDAY, 5 OCT 2018
... of adding and removing optional benefits." Zurich head of digital Marc Fabris led the development, drawing from adviser input collected for the job. "We conducted extensive beta testing with a panel of advisers and witnessed dramatic improvements in ...

Adviser input key to super fund switch: report

LAURA MILLAN  |  THURSDAY, 9 JUL 2015
... 20.5% in 2010 to 29.9% in 2014, the 'Superannuation and Wealth Management in Australia' report by Roy Morgan found. Adviser input is also becoming essential for people thinking about setting up a self-managed super fund (SMSF), with 82.9% of people wanting ...

AMP Capital launches new adviser research tool

STAFF WRITER  |  MONDAY, 14 APR 2014
... advisers, who were consulted about the content and also the functionality of the site. AMP Capital will continue to seek adviser input on future topics and themes to ensure all updates are aligned with issues being raised in client meetings.

BT Insurance upgrades offer

ELISE BURGESS  |  MONDAY, 19 MAR 2012
... coverage for high net worth individuals, income protection and flexible application processes. After reviewing external adviser input for 12 months, BT Insurance has launched its new features for BT Protection Plans including the high net worth clients-targeted ...

Instreet launches geared Aussie equity product

JOHN MCDULING  |  TUESDAY, 12 OCT 2010
... addresses this demand," Instreet managing director George Lucas said. "We have received a considerable amount of adviser input into what features are important to them and their clients," he continued.
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