AdviserLogic

01/07/2020

AdviserLogic was acquired by Morningstar Australasia on 2nd December 2019. For updates, follow Morningstar Australasia on LinkedIn: https://www.linkedin.com/showcase/morningstar-australia/

12/03/2018

Money mistakes. No matter what stage of life your client is in they are making them!

Money management is something most of us could be better at. Whether it's bad budgeting or unclaimed superannuation, there's probably a mistake or two...

09/03/2018

Alexa and Siri watch up, Commonwealth Bank 's Ceba is in town!

Commonwealth Bank new chatbot uses artificial intelligence to assist customers with more than 200 banking tasks.

09/03/2018

We are proud to announce our partnership with FinaMetrica Pty Limited - the global provider of risk tolerance assessment tools. This integration will allow financial advisers to better advise clients on risk.

“We believe this integration will appeal to advisers and advisory networks seeking a valid, reliable and defensible suitability process,”

Risk tolerance assessment tool provider, FinaMetrica, and cloud-based system provider, AdviserLogic, have announced an integration that seeks to help advisers provide better risk advice.

08/03/2018

After all, where would our industry be without amazing clients?

Positive client relationships are vital for business success. You can strengthen relationships with your clients to increase sales and profitability.

06/03/2018

Who knew? Successful people set financial goals too! Canstar

Many of us have set a list of New Year’s resolutions we are doing our best to stick to and I’d wager many are based on finances (my New Year’s resolution: less wagers). Well, I don’t know about you but I like to know what others are planning. So, partly to pander to my own … Continued

02/03/2018

Age pension take-up continues to decline according to Financial Observer

The rate of age pension take-up had fallen by 9 per cent since the introduction of superannuation and almost one-third of retirees were now self-funded, putting paid to the myth that compulsory sup...

01/03/2018

The finance industry continues to turn to technology for client engagement and retention. It is a matter of get on board or fall behind.

Trying to communicate the benefits of financial advice to clients can be difficult when the rewards of sticking to a plan may not be seen for years, but advances in virtual reality technology could m

26/02/2018

We love seeing the financial sector become more and more diversified!

New research shows more women are considering a career in financial advice and have a positive outlook on the future of the industry.