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
ASIC has released the results from the latest financial adviser exam, the first to be run since changes to its structure earlier this year.
Sharing his reasoning in joining the FSC board, WT Financial managing director, Keith Cullen, believes “product and advice cannot be separated” from each other in the current environment.
The Emerge Foundation, a charity run by financial advisers and fund managers, has announced a scholarship program to help veterans transition into tertiary education.
In an open letter, Sequoia chief executive Garry Crole has hit out against shareholders “with a personal axe to grind” as he fights for his job ahead of an EGM.