Quantifeed launches Belt and Road model portfolio

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Leading provider of B2B digital wealth management solutions Quantifeed has announced today the launch of its Belt and Road model portfolio. The portfolio aims to capture the growth opportunity of the multi-year Belt and Road Initiative (BRI) led by China to build a modern version of the ancient Silk Road. The 21st century form of […]

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CPD: How to turbo charge your XPLAN (and get ahead of the pack)

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If you’re not making the most of your XPLAN you’re not alone. It’s Australia’s most popular financial planning software for a reason – but that doesn’t mean we all know how to get optimum value from it. Richard Liverpool, Head of Sales & Marketing from Ignition Wealth, offers some tips on avoiding common mistakes and […]

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Great returns come from investing time in your people

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Professional advisers have never been under more time pressure than they are today, and of all the things they could be investing time in the one which is easiest to defer is investing that time in their people. Everything is else is more pressing and demanding than a practice leaders own people most of the […]

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Fear and loathing from Silicon Valley

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An all-pervasive feature of modern life is the speed of technological change, and of our collective capacity to adapt to the multiple impacts of change. It is natural to question the benefits: does the constant challenge to keep up and adapt simplify my life or make it ever more complex? Would a fully-automated advice capability […]

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Cbus CEO David Atkin named 2017 FEAL Fund Executive of the Year

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Cbus Chief Executive Officer David Atkin has been named the winner of the 2017 Fund Executive Association Limited (FEAL) Fund Executive of the Year award, continuing a legacy of recognising outstanding superannuation leadership. Mr Atkin was recognised at a FEAL members’ dinner held at the Park Hyatt in Melbourne last night, for his market contribution […]

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Overwhelming need affinity and expertise – key reasons for mature planners to defer exit says Mentor MD

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At a time when there is an overwhelming and growing need by mature age and senior Australian consumers to address the complexity of financial issues and longevity risks in retirement, experienced financial planners are choosing to exit the industry instead said Mentor Education Group founder and Managing Director Dr Mark Sinclair. Commenting further Dr Sinclair […]

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CPD: Artificial Intelligence is a Mega Trend, but who are the beneficiaries?

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“It’s true that we have the largest retail platform globally, but it doesn’t necessarily mean that we are a retail company. Alibaba is a data company.” Jack Ma, Chairman and Founder, Alibaba. Data fuels Artificial Intelligence (AI), a thematic that Nick Griffin, CIO of Munro Partners and manager of GSFM’s Munro Global Growth Fund, believes […]

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Rules of engagement – Learnings from Adviser and Practice of the Year

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How do you eat an elephant? We all know the saying, but you may be surprised to find out just how many advisers fail to apply this lesson to their own business. The answer is, of course, one bite at a time. This is consistently one of the most valuable lessons that the winners of […]

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Digital disruption: technology just small part of greater transformational need

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The pace and poignancy of change has certainly heightened in recent years; spurred on by increasingly innovative ways organisations are applying technology. “One of the biggest mistakes financial service organisations (both private and public) make in approaching digital disruption and transformation is that they focus too much on the technology and its capabilities, rather than […]

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Ignition Wealth launches low cost high compliance SMSF appropriateness tool

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CEO Mark Fordree yesterday announced the launch of the Ignition Wealth SMSF Appropriateness tool, a software technology solution automating the administration of the SMSF appropriateness process. “This is a client-centric solution that ensures that investors considering establishing an SMSF are engaged, educated and empowered. It offers a low-cost easy to use solution.”, says Mark Fordree, CEO, […]

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