Eileen Riley from Loomis Sayles named one of the top 20 female Portfolio Managers in the US

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Eileen Riley, co-portfolio manager of the Loomis Sayles Global Equity Fund, has been named one of Citywire’s top 20 female portfolio managers in the US for the second year in a row. Ranked at #11, Eileen was selected from several thousand portfolio managers. Citywire used their proprietary database and methodology to put together a list of the […]

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McGrathNicol partners with ResponSight to launch tech-enabled forensic service co-funded by AustCyber

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McGrathNicol has announced the launch of FDetect, a new technology-enabled forensic investigations and risk profiling service developed in collaboration with leading technology and analytics startup, ResponSight.  A study conducted by the Ponemon Institute reports that it takes an average of 281 days to identify and contain a cyber breach in Australia, with the average cost […]

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CPD: Ethical obligations in a financial advice practice

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On 1 January 2020, FASEA’s code of ethics became enforceable by law, requiring advisers to comply with its 12 detailed standards. Each standard is explored in detail in FASEA’s guidance. This article, sponsored by GSFM, examines the implications of this in practice and explores ways to ensure your practice and all who work within it […]

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2020 an opportune time to refine super system

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Despite maintaining one of the most efficient and progressive retirement savings systems in the world, Australia should heed some lessons from overseas in 2020 if it’s to remain as pre-eminent in the years to come, according to QMV Legal partner, Jonathan Steffanoni. Mr Steffanoni believes the velocity and breadth of change in the superannuation industry […]

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Australian couples need to work together on their finances to reduce stress, reveals MyState Bank research

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Money is driving conflict, secrets and stress among Australian couples, according to new research from MyState Bank, which is urging all Australian couples to devote more time to working together on their finances this Valentine’s day. The Love and Money Survey was commissioned by MyState Bank and surveyed over 1000 people in a relationship. While 62% of […]

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If you’re not doing digital marketing, what are you doing?

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It’s fair to say, marketing doesn’t work the way it used to. New technology and lower-cost digital marketing channels like Social Media give businesses of all shapes and sizes easier ways to get in front of potential and existing customers. Every business can be a digital publisher today Your company website, social media channels (hello […]

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This is what clients value about a financial advice business

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Do you truly know what your clients value about your business? If you’ve never asked them, how can you possibly know the truth? Through the work that I do, I get the privilege of talking directly to clients of financial advisers all across Australia to find out what they value, why they remain a client […]

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Client complaints: fight it, or just fix It?

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Client complaints are a fact of life.  It is virtually impossible to run a service business where everyone is happy 100% of the time, as human beings are involved and they are unpredictable creatures with ever-shifting expectations. The art of good client complaint handling is knowing when to fight and when to just fix it. […]

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How understanding preventative health can help you provide better financial advice

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At present, Australians are spending well over $180 billion annually on healthcare and only 1.34% of that amount – or just over $2 billion annually – is spent on reducing health risks and preventing conditions each year[1]. Preventative health plays an important role in people’s overall wellbeing, and the rising rate of preventable conditions means […]

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Podcast: The Rate Debate

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What do you get when you throw a 32-year-fixed-income veteran into the room with a 32-year-old fixed income millennial? The Rate Debate. Amidst the outbreak of the coronavirus, ongoing bushfires and global trade deals, Darren Langer and Chris Rands introduce their new podcast The Rate Debate and question the RBA’s latest rate decision and discuss […]

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