FutureWise offers a sound platform
New independent research shows that advisers using Macquarie Life’s online platform and product Futurewise are able to see 20 per cent more clients on average.
Head of Macquarie Life Justin Delaney said the research, conducted late last year, also showed that advisers have been able to “increase their revenue”.
Launched in March 2007, FutureWise was the first online insurance platform in Australia with an intuitive application form, complete with online underwriting, according to Delaney.
Meanwhile, the company has appointed Gavin Glozier as a business development manager, providing training on FutureWise to independent advisers in NSW and ACT.
Recommended for you
ASIC has released the results of its first adviser exam to be held in 2025 with 241 candidates attempting the test.
Quarterly Wealth Data analysis has uncovered positive improvements in financial adviser numbers compared with losses in the prior corresponding period.
Holding portfolios that are too complex or personalised can be a detractor for acquirers of financial advice firms as they require too much effort to maintain post-acquisition.
As the financial advice profession continues to wait on further DBFO legislation, industry commentators have encouraged advisers to act now in driving practice efficiency.
