FOFA, ROYAL COMMISSIONS, MIFID II, PSD2, REGULATION, LITIGATION. CAN YOUR CRM SAVE YOU?

By Terry Walsh | Terry Walsh created a magazine on Flipboard. “FOFA, ROYAL COMMISSIONS, MIFID II, PSD2, REGULATION, LITIGATION. CAN YOUR CRM SAVE YOU?” is available with thousands of other magazines and all the news you care about. Download Flipboard for free and search for “Terry Walsh”.

Linchpin funded advice business in liquidation

A Sydney-based financial advice business operating under the AFSL of Beacon’s Financial Link Group has collapsed with over $600,000 owed to unsecured …

What AI Can and Can't Do for Your Marketing Automation Process

What AI Can and Can’t Do for Your Marketing Automation Process<p>Artificial intelligence (AI) is one of the hottest frontier marketing buzzwords going …

Westpac could face fines of up to $1 million over actions of Perth-based financial adviser Sudhir Kumar Sinha

The corporate regulator has launched a fresh salvo against the nation’s big banks, starting legal action against Westpac which faces fines of up to …

‘A slap in the face’: Big backlash to more mandatory training continues - SMSFAdviser Magazine

As reported, incoming mandatory education requirements have SMSF Adviser readers and parts of the profession up in arms.<p>Advisers to small business, …

How the slowdown in Australian home loan growth looks set to play out, in one chart | Business Insider

• <b>Morgan Stanley have downgraded their outlook for credit growth in the Australian home loan market.</b>• <b><br>Tightening lending standards have been cited as a</b> …

Financial Times: Aquis first-day pop shows there are Mifid II winners

By Philip Stafford<p>The debut of Aquis Exchange on London’s stock market is a reminder that not everyone sees Mifid II as a colossal drag on time, …

Funny Financial Planning

Retirement Industry People Moves

<b>Voya Adds Account Executive for Large Corporate Market Business</b> <b>Voya Retirement</b> has hired <b>Allison Dirksen</b> <b>as an</b> <b>account executive</b> for the company’s large …

It’s Not All About Money: Financial Wisdom for Young Adults

At 21, you’re a financial adult. But chances are you still don’t know what you don’t know.<p>We asked personal finance experts and financial planners …

Student Finance

Court proceedings begin over financial planner

Most Discussed<p>ASIC “not feared” as a corporate enforcer and should be stripped of powers<p>A cohort of industry execs have established a forum to unite …

Your Salespeople Aren't Using Your CRM -- But What If It Did The Work For Them?

As entrepreneurs build companies, they find themselves running into the leadership paradox: They need to lead their growing teams, but they often have no idea how to do so. To help them learn from those who’ve been there, I’m profiling business owners in June who have found ways to grow their …

Adviser misconduct penalties likely to increase: Moody’s - ifa

Penalties imposed on wealth managers and banks are likely to increase in the wake of the royal commission, according to Moody’s Investors Service.<p>In …

Dealer doomsday

opinion<p>The dramatic demise of Dover Financial Advisers proves just how precarious and perhaps untenable the third-party licensing system has …

The robot will see you now: how AI could revolutionise NHS

From diagnosis to recovery, machines could take on a range of jobs, a new report suggests<p>Robots could soon help hospital patients eat their meals, diagnose serious illnesses and even help people recover from operations, in an artificial intelligence revolution in the NHS, a new report …

Banking royal commission: CBA admits ‘warm body’ plan for Raine Square developer Westgem Investments

The Commonwealth Bank has admitted it secured sweeping mortgages over the company behind one of Perth’s biggest developments despite knowing it was …

MLC Life

exclusive<p>MLC Life Insurance says it is positive about the ability for the independent financial advice sector to be a beneficiary of public trust and …

Whitepaper on broker value released

<b>EXCLUSIVE:</b> A leading mortgage broker has released his whitepaper on the value of brokers for use by the industry, following broker interest in …

Dover shutdown puts $4b in limbo

An estimated $4 billion of clients' funds and 20,000 customers could now be in limbo after financial planning group Dover Financial Advisers abruptly …

Fears royal commission could backfire for small business

The government has introduced new roles aimed at protecting small business and managing the power imbalance that exists between large lenders and …

Dover to wind up AFSL on ASIC’s orders

In an email sent to the company’s authorised representatives on Friday, seen by InvestorDaily, Dover director Terry McMaster advises that Dover’s …

Salesforce Is Still Pointed Up but Momentum has Slowed

Salesforce.com, Inc. (CRM) was reviewed just one month ago and I wrote that, "CRM could always make some sort of double top formation by failing to …

Jim Cramer

3 Artificial Intelligence Trends That Could Boost Your Portfolio

AI is already making a dent in these three industries. Here's how you can benefit.<p>Artificial intelligence (AI) is becoming a bigger part of our lives …

CRM Integration – Why Should it be a Key Priority?

CRM integration can make the difference between a passable customer experience and an incredible Cx. Here’s the lowdown.There are two key aspects to …

Will Financial Advisors Be Replaced By Digital Advisors?

By Paul Warren<p>In June 7, 2018<p>Comments off<p>168 Views<p>Not just yet according to a review report by The Financial Conduct Authority. The report concludes: …

How Would You Choose to Punish the Banks?

The big banks and financial institutions of Australia have been hung out to dry. The systematic rorting of Australians by these banks has been …

Activating customer data for AI marketing: From aspirations to reality

Today’s B2C marketers are increasingly tapping the power of AI marketing to drive greater revenue. According to a recent study conducted by Blueshift …

Everything you need to know about SAP’s new CRM product: C/4HANA

SAP has rebranded its customer relationship management (CRM) offering in an attempt to take on the established market leader, Salesforce.

Existing Subscriber?

If you are an existing subscriber please sign in to read this article in full.<p>Sign up for a free trial<p>Take a complimentary trial to Global Investor …

Who uses financial advice professionals?

<b>New research from Roy Morgan shows that Pre-Boomers with superannuation, managed funds and any kind of wealth management product, almost half (46.5%)</b> …