Securitor launches new adviser tools
Financial advisers will be able to better track key performance indicators as a result of new tools launched this week by Securitor.
Announcing the launch of the initiative, Securitor managing director Matt Englund said the tools were intended to help advice businesses budget and project outcomes.
He claimed that in the current tough market, financial planners were using tools and support capable of helping them achieve their business potential and the best results for their clients.
“Advisers are telling us they want to step it up, and that with our help in developing the right services, tools and programs, we are helping them do this.
“All the business productivity surveys point to a direct correlation between managing the financials of a business and achieving success,” Englund said.
“This tool helps advisers bridge that gap.”
Securitor also announced that it had partnered with consultant company Bstar to provide financial advisers with a comprehensive business valuation methodology.
Recommended for you
A former licensee director, who failed to report an adviser’s fee-for-no-service conduct, has been banned for three years by ASIC.
Coastal Advice Group chief executive, Daniel Brown, has said the firm has no intention of slowing down, with plans to do as many as 15 acquisitions in the next 12 months.
The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call.
Two national advice businesses have merged to form a leading holistic advice business with $2.5 billion in funds under management.
