CPD: Resolutions for a new year

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As the end of the year rapidly approaches, clients will be planning for 2018. In this article, Centuria looks at ways to encourage clients to build their investments in the year ahead, whatever their longer-term goal. Year end is a time for people to take stock and plan for the year ahead. This often involves […]

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CPD: Machine learning

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Both machine learning and artificial intelligence have been in the headlines a lot lately; not only in the financial press, but also in mainstream titles. This article from Grant Samuel Funds Management (GSFM) explores machine learning – what it is, how it applies to every day life and importantly, how it applies to investment. GSFM […]

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Client experience demands will see the end of planner offices closing for Christmas says Mentor Education

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The luxury of financial planners being able to close their offices for the Festive Season (or any extended period these days) have well and truly been dispatched to the pages of history in the new era of delivering exceptional client experience said Mentor Education Group Chairman Dr Jim Taggart. Commenting further Dr Taggart said “Of course […]

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The business case for corporate social responsibility

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There is a clear link between an organisation’s environmental and social impacts, ethical practices and quality of its corporate governance and its long-term business success. And while corporate social responsibility (CSR) is typically associated with large companies, rather than small businesses, as the need to attract and retain the up and coming cohort of Gen […]

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Plummer urges the financial services industry to take the data breach privacy act seriously in 2018

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Julian Plummer, Managing Director of Kamino Cyber Security (and Midwinter Financial Services) has urged advisers, accountants and superannuation funds to ensure that the new Australian mandatory data breach notification laws are given top priority in their businesses coming into 2018. The recently introduced laws, (which receive royal ascent in February 2018) specify that all businesses […]

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Aussies to suffer post purchase blues this silly season

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A new study from AMP, a leading financial services organisation, has revealed over two-thirds (69 per cent) of Aussies suffer from ‘post-purchase blues’ – the feeling of regret, worry or remorse after purchasing a product or service. With a record $50bn1 expected to be spent this  Christmas, the research suggests more and more Aussies could be singing […]

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Amazon’s Aussie entry: ‘Overhyped but offshore lessons aplenty’

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Martin Currie Australia, a leading Australian equity affiliate of Legg Mason, believes Australian retail sector can, by and large, cope with the arrival of Amazon and that the most vulnerable businesses will be the second-tier ones in the consumer electronics sector, where Amazon has a strong record of success. Consumer sector research analyst at Martin […]

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Do you actually have a Strategy?

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I get it: coming up with a competitive strategy can be hard. But it is even harder if you don’t know what “strategy” is to begin with. And if you don’t what strategy is and haven’t deliberately decided what yours is, then you are destined to bob along in the general stream of market developments […]

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Milliman and Spark Green join forces to create digital engagement tools

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Global actuarial firm Milliman has entered an agreement with Melbourne-based digital agency Spark Green to create a suite of white label calculators and gadgets for the financial services industry. The two companies will work together to create end-to-end solutions that combine Milliman’s proprietary actuarial and risk platform and Spark Green’s ability to communicate complex financial […]

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CPD: Beyond Bitcoin – The dawn of “cryptoeconomics”

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While the price of a bitcoin has soared to more than USD 4,500 in recent months, the media and many investors focus too much on bitcoin’s price, betraying little understanding of more fundamental institutional developments. Payden & Rygel’s economics team has penned this article to help catch investors up on “cryptoeconomics” and urge them not […]

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