With trust levels plummeting, it’s time to get personal

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Tackling the trust issue is one of the greatest challenges currently facing our industry. Peter Malekas explores practical ways for advisers to turn the tide. We are experiencing a national crisis of confidence in our institutions. Our trust in business, government, media and non-government organisations has fallen drastically in the past year, and signs point […]

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Traders driven to distraction during World Cup

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Don’t bother calling your broker when the World Cup is on the TV. Analysis of share volumes shows there is a noticeable dip in the number of trades during World Cup matches in which the market’s national team is playing. Happily, most World Cup matches this year have been scheduled during European evenings or weekends, […]

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Stone & Chalk unites Melbourne and Sydney with launch of “mega-hub”

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Asia’s largest fintech innovation hub, Stone & Chalk, is uniting fintech across the eastern seaboard with the launch of a new national capability across its new home at the Goods Shed North in the heart of Melbourne’s CBD innovation precinct, and its residency in the Sydney Startup Hub. With Melbourne and Sydney combined representing over 80 […]

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Are you AND your people clear about what YOU want?

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Pretty much everyone running a business hates having to come up with job descriptions for their staff. A statement which may have been correct at a moment in time to describe a role, and the role is subject to constant change … they are pretty much a waste of time as means of managing your […]

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Conflicts of interest identified by Royal Commission not news to independent advisers

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The recent news that ASIC has commenced legal action against AMP is not surprising. The fallout that has resulted from the Banking Royal Commission, along with ASIC’s announcement that its financial services reforms has enshrined conflicts of interest within vertically integrated advice and product providers, have not come as a surprise to many long term […]

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If you can’t answer these questions, you don’t have a financial plan!

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Apparently eight out 10 Australians don’t get any formal financial advice. Earlier this year ASIC found that while 44 per cent of Australians said they have a short-term financial plan only 23 per cent said they had a long-term financial plan. Would you run a business with no business plan, budget or tracking your revenue […]

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Finalists announced for 2018 Australian Insurance Industry Awards

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The Australian and New Zealand Institute of Insurance and Finance (ANZIIF) and the Asia Insurance Review are pleased to announce the finalists of the 2018 Australian Insurance Industry Awards. Marking their fifteenth year in 2018, the Awards are an annual celebration acknowledging the accomplishments of individuals and businesses in the Australian insurance industry. ‘Being announced as a […]

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Protecting your client data held on third-party services and apps

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The human resources software provider PageUp, which provides services to the likes of Zurich and the Reserve Bank of Australia, recently flagged that it had detected “unauthorized activity” on its system. Security breaches are happening at an increasing rate around the globe, some affecting billions of people, but the recent PageUp hack is a lot […]

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New financial year wealth tips

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Steven Korner a financial planner with Omniwealth details how you can get off to a good start for the 2018-19 financial year. Eliminate personal debt Australia has some of the highest personal debt levels in the world and it is only increasing. Some of these debts are incurring interest at over 20%. Personal debt is […]

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National TAL Adviser Roadshows open for registration

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TAL, a leading Australian life insurance specialist, is pleased to announce that registrations are now open for the 2018 TAL Adviser Roadshows, to be held in capital cities and regional areas across Australia from 1 August – 14 September 2018 The national roadshows are free-of-charge, and offer the opportunity for financial advisers around the country […]

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