Change on the horizon for New Zealand’s Financial Advisers

Author: David Whyte

Untitled-1 In early July the Hon. Paul Goldsmith, Minister of Commerce and Consumer Affairs in New Zealand, will receive recommendations from his advisers on the review of the 2010 Financial Advisers Act.

Over 150 submissions have been made by interested parties. The task of sifting through these submissions, to establish an appropriate and acceptable way forward, has no doubt tested the limits of those involved.

Continue reading

Share this post

What can Financial Advisors Expect from the Industry in 2016?

Financial advisor talking to couple on sofa
Financial advisor talking to couple on sofa

There’s a lot of opportunities to consider in 2016, emerging markets, a new presidential election and a rise in household investable assets. How best can advisors prepare to make the most of this opportunity?

With household investable assets expected to grow by 11% before 2020, what else can financial advisors prepare for in 2016?

Continue reading

Share this post

Opportunities for Financial Advisors to Attract New Clients Through Transparency

Untitled-2

Retirement, increased capital or financial freedom? It’s all the same, what clients really want is a relationship built on trust. By leveraging transparency and forming better communication you can put them at ease.

Through the never-ending developments and specialisations in technology, businesses of all industries are finding new innovative ways in which to optimise and automate their systems both internally and externally. It’s fair to say that those who are not, will be struggling with profit margins and client and employee retention in the near future.

Continue reading

Share this post

Promising Horizons for Advisors Looking to Embrace a Virtually Lead Model.

Clipboard01

On average in the USA, 11 million formal business meetings take place every day and an estimated $37 billion dollars is lost in unnecessary meetings every year.

Through the never-ending developments and specialisations in technology, businesses of all industries are finding new innovative ways in which to optimise and automate their systems both internally and externally. It’s fair to say that those who are not, will be struggling with profit margins and client and employee retention in the near future.

Continue reading

Share this post

How technology can help manage great expectations

_blog22

Technology doesn’t eliminate the need for the adviser or accountant. However, it will radically change the advice process and ultimately make life easier for everyone.

Clients expect more than ever from their professional advisers and they want to pay less.

They want their adviser to guide and educate them, recalibrate their entrenched financial behaviour, develop a strategy that will ensure they achieve their short, medium and long term objectives, manage their investments, assess their risks and protect them, keep them on track, grow their wealth and basically, improve their lives.

They want all that for a razor sharp fee.

Continue reading

Share this post

The Virtual Reality

VR_byChristopherBates

For the past few weeks after being exposed to yet another piece of game changing software I have been left to constantly go back to one train of thought – the life of face-to-face financial advice meetings is now over.

The reality is that we hate wasting time. Nothing wastes more time than travelling to and from meetings. We hate putting our day, week and family out to do something good for ourselves.

You can speak to any dentist or doctor; people rarely put their personal health high on the importance level. Waking up and being able to put on your shoes each morning is pretty important I think.

I see wealth the same as health. Very important to be in control of and just as important to be clear on what you need to be doing to stay on the right course to be successfully healthy.

Yet I could argue we ignore our need to look after ourselves and constantly do things to damage the otherwise common sense of taking care of yourself. We have I suppose got to thank evolution and can only laugh at human behaviour I guess.

Continue reading

Share this post

SuiteBox wins mobile category at SugarCon 2015

SugarCon2015SuiteBox Solutions SugarCRM’s 2015 global conference held in San Francisco, has just concluded and this year the event was bigger and better than ever. As one of 50 entrants for the annual AppThrowdown competition SuiteBox was awarded best in class Mobile solution.

A powerful endorsement of the design and value of SuiteBox

For more information request a
live demo here.

A panel of industry leaders made the decision and we were invited to demonstrate the solution live to the entire conference prior to being presented with the award. This achievement is particularly ‘sweet’ given we are a relatively new partner for SugarCRM and some of the organisations competing have been building solutions and integration for much longer. It was also gratifying to receive accolades from the panel on the simplicity and effectiveness of our design and the compelling value proposition to customers. The delivery of a pre-integrated offering means SuiteBox is immediately available to all of SugarCRM’s extensive customer base through the extensive partner community. SuiteBox is also now available through the Sugar Exchange.

Continue reading

Share this post

We are taking our concept to SugarCRM

Where did Suitebox come from?

Suitebox is the brain child of Craig Meek who has been at the forefront of technology development in the Video collaboration space for many years. Craig’s fascination with video technology combined with the IOS and now the Microsoft and Android platforms has led to the development of SuiteBox recordable Video meetings.

What are the key unique selling points for SuiteBox?

So video meetings have been around for a while, and are already part of the commercial and domestic world right? So what is it that sets SuiteBox apart from other Video Meeting applications? Here’s the thing, the majority of what SuiteBox Video meetings can do are already available across a number of different applications. However it is the unique combination of talents that place Suitebox in its own space.

There are a number of applications out there that can facilitate electronic (digital) signatures, and a number of applications that allow you to record video, and raise documents to be viewed by participants in aipad_doc meeting, however Suitebox facilitates all of these simultaneously. It is this that plants SuiteBox firmly within international acceptance around legislation for the majority of the trading powerhouses around the world.
As previously mentioned in Blogs, I have done a little homework on digital signatures, and in short it is the “intent” that carries more weight than the signature itself. Which is where SuiteBox comes in. SuiteBox video and audio recording of the act of signing makes it water tight internationally if a signature is ever to be contested.

Continue reading

Share this post