by 64mediateam | Oct 8, 2018 | Media Releases, YTML
MEDIA RELEASE SYDNEY: 8 October 2018 – YTML will officially open the Seido Financial Advice App Store at the Association of Financial Advisers (AFA) Conference on the Gold Coast this week. YTML CEO, Kevin Liao said Seido, which has already attracted various...
by 64mediateam | Sep 20, 2018 | Media Releases, YTML
Above: Piew Yap (L), YTML and Ian Dunbar, Suitebox Financial advisers have been given another boost in the race to digitalise their businesses with the recent tie-up between SuiteBox, a virtual meeting platform designed for financial risk compliance, and YTML, creator...
by 64 Media | Jun 22, 2018 | Media Releases, YTML
Fintech YTML has rolled out its newest automated solution which is helping to quickly generate high volumes of personalised Statements of Advice (SoAs) for simple advice. Terri Ho, YTML General Manager, Advice said having to write SoAs or RoAs for a change impacting a...
by 64 Media | May 21, 2018 | Media Releases, YTML
Many clients are simply not understanding the advice being presented in Statement of Advice (SoA) documents, because they are still not clear, concise and effective, according to leading fintech, YTML. Over the past three years YTML, which provides a number of advice...
by 64 Media | Feb 21, 2018 | Media Releases, YTML
YTML Group (YTML) is delighted to announce that CEO, Kevin Liao, has been shortlisted for the prestigious Fintech Business Awards 2018. For the second year running, Mr Liao has been shortlisted as a finalist to win the Fintech Entrepreneur award at the 2018 Fintech...
by 64 Media | Jan 10, 2018 | Media Releases, YTML
SYDNEY: 8 December 2017 – Making financial advice affordable and valued by clients will be a challenge if the Australian Securities and Investment Commission (ASIC) insists on emphasizing fees and commissions over the value of advice. According to YTML General...
by 64 Media | Dec 22, 2017 | Media Releases, YTML
SYDNEY: 19 December 2017 – YTML’s position as market leader in technology solutions for advice businesses has been strengthened after being identified by the Financial Planning Association (FPA) as the pick of the end-to-end advice solutions. Released at...
by 64 Media | Oct 19, 2017 | Media Releases, YTML
YTML has a mantra connecting advice. It’s all about driving value through better adviser connections, not just with technology but also with clients and brand. “There are a lot of people talking about technology like it’s an adjunct to what financial...
by 64 Media | Oct 10, 2017 | Media Releases, YTML
SYDNEY: 9 October 2017 – Technology and advice solutions provider, the YTML Group (YTML) will demonstrate its capabilities in Connecting Advice at the Association of Financial Advisers (AFA) National Conference held on the Gold Coast this week. Connecting Advice...
by 64 Media | Sep 22, 2017 | Media Releases, YTML
SYDNEY: 3 August 2017 – Customer take up of life insurance advice could be adversely effected if Statements of Advice (SoA) for life insurance do not take a more balanced approach to the information they communicate. This is the feedback YTML General Manager...
