new product

Financial planning

New product launched to improve planner client retention

ActiveLead.net has launched a new product to help financial planners offer active advice to their clients, with the goal of improving client retention....

Features

Travelling an unfinished road to Retirement – Part 1

Australians are living longer and intending to work longer than ever before. Jessica Amir explores how the industry is evolving, what changes you can expect, and how to a...

Tools & guides

Problem words for promotional material

Using the wrong words in promotional material can land any business in hot water. David Court looks at the top 12 promotional problem words in financial services. ...

Superannuation

NAB creates SMSF LRBA product

National Australia Bank has launched a product which it claims will eliminate some of the pain points likely to be experienced by SMSF trustees as they seek to comply wit...