Merry Christmas and Happy New year from AdviserVoice

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Wishing you a safe and happy festive season. Thank you for being part of the AdviserVoice community in 2020. We look forward to bringing you the latest Australian Financial Services industry news and more CPD articles in 2021. If you need to catch-up on your CPD points over the break, please visit our CPD section... Read more continue reading

2021 outlook for our people in wealth management

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As Australia’s wealth management industry moves into 2021, forecasts for the new year range from concern about markets, stretched equity valuations, consequences of the huge fiscal stimulus measures in the wake of the pandemic and another sudden shock to the economic system. However, industry people specialists the SR Group sees the biggest challenge of the new... Read more continue reading

CPD: Ethics and financial control

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Financial control, a form of financial or economic abuse, is unfortunately an increasingly common occurrence across a range of age and socio-economic groups. During financially and emotionally challenging times, such as those experienced by many during the COVID-19 pandemic, financial abuse tends to rise. Whether it’s in the form of financial control in a relationship,... Read more continue reading

CPD: The Pandemic accelerant – digital age business strategies

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The following article is an excerpt from a white paper written by two investment experts from Epoch Investment Partners: William W. Priest, CFA — Executive Chairman, Co-CIO and Portfolio Manager Kevin Hebner, PhD — Managing Director, Global Investment Strategist. This is the second part of a series examining the impacts of COVID-19 and how this... Read more continue reading

Change is the new normal for financial advisers

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Financial Advice is not going through some changes; constant change is the new normal.  Whatever regulatory stuff you are going through now in your particular jurisdiction will not be an end to it.  It will be ongoing.  More importantly though, regulatory change is not the BIG change which will become the constant challenge. Engaging consumers and turning... Read more continue reading

Women’s financial progress rebounds from COVID-19 setback

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Key results The timeframe to economic equality is unchanged at a revised 32 years in September quarter. Women’s financial progress improved in the September quarter despite early setback of female job cuts in response to COVID-19 impacts. Progress was helped by a rebound in female employment relative to male, more women on boards and a... Read more continue reading

TurksLegal and ANZIIF announce 2020 Bright Light Award winner

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TurksLegal and ANZIIF is excited to announce the winners of the 2020 Bright Light Award is the team of Chris Levitt, Louise Scott and Bipin Shangari from NTI. Brought to you by TurksLegal and ANZIIF, the Bright Light Award gives individuals and teams the chance to showcase an idea or view on general insurance claims... Read more continue reading

Protecting vulnerable insureds – Not as straightforward as it seems

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From 1 July, subscribers to the General Insurance Code of Practice 2020 (Code) must take extra care of small businesses and individuals who have purchased a retail insurance product and are ‘vulnerable’. When and who does the Code apply to? The Code launched on 1 January 2020 but most of its provisions will take effect in 2021.... Read more continue reading

CPD: The COVID kilos and the mystery of the disappearing strokes

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Whilst it is too early – and perhaps even fanciful – to start talking about the legacy of COVID 19 just yet, there is little doubt that there will be significant, long lasting impacts on our financial, mental and physical health. Aside from the virus itself, one of the most immediate – and perhaps visibly... Read more continue reading

Who says you can’t teach old dogs new tricks?

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Old folk don’t take on new technology and new ideas, right? You just can’t teach them. Or is that “us”? Well that theory is getting blown away in a pandemic-like-way… There has been a continuous lament for years about the ageing of the financial advisory business and it is certainly true when you look back... Read more continue reading