TAL, Australia’s leading life insurance specialist, has won the 2017 SMA Innovation in Action Award for TAL CoverBuilder, a digital platform that enables self-directed consumers to purchase life insurance. The Award is run by Strategy Meets Action (SMA), a US-based insurance strategic advisory firm, and recognises insurance companies that are proactively evolving into Next-Gen Insurers through innovative […]
continue readingAn elite group of Funds Managers were recognized last night for their excellent performance and contribution to the industry at the 2017 Hedge Funds Rock and The Australian Alternative Investment Awards, one of the Australian financial sector’s most enduring charitable efforts. Over 450 guests attended the awards dinner at the Shangri- La Hotel in Sydney. […]
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18
Sep
2017
AMP has launched a communications skills program focussed on motivational interviewing techniques that has seen insurance case managers report a 34 per cent increase in customers re-engaging with their treatment plans. AMP Group Executive Insurance Megan Beer said AMP is now helping more people get on track with their lives following illness or injury where […]
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14
Sep
2017
Consolidation may well be the current watchword in the advice industry, but that doesn’t mean ‘independent’ advisers aren’t making their mark. Supported by expert licensing and related guidance, new admin and advice technology and a desire to realign their businesses more closely with client needs, many advisers are looking at the choices and freedom offered […]
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11
Sep
2017
Map My Plan continues to build industry momentum and recognition for its work to take financial advice to all Australians. Last night Map My Plan won the Innovator of the Year – Company Award, an industry award which recognises progressive businesses with new thinking such as Map My Plan. “This award is a great reflection […]
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11
Sep
2017
Setting goals is important to achieving our dreams – they motivate strategy development, provide direction for our efforts and offer a clear picture of what success looks like. Reaching our goals, however, as most of us will know, is no simple task. However, treating goal setting as a science, more than art, will improve the […]
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07
Sep
2017
Ricardo van Doormalen, of BLM Accountants and Adviseurs, the Netherlands, was selected as the overall winner of the PlanPlus 2017 Global Financial Planning Awards for the Europe/Australia region. Ricardo is a first-time competitor and will receive an all-expenses paid trip to the Financial Planning Association’s (FPA) annual conference in Nashville, Tennessee, USA. Ricardo said, “I […]
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01
Sep
2017
Since 1 July 2017, most businesses who are regulated by ASIC must pay a levy to fund ASIC’s work, a cost that was previously borne by taxpayers. Who must pay The ASIC Supervisory Cost Recovery Levy Act 2017 imposes the levy on financial services, credit service and, market infrastructure businesses, liquidators, and companies and company-like […]
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25
Aug
2017
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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18
Aug
2017
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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04
Aug
2017
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CPD: How storytelling can help you get more clients. And that’s no fairy tale!As a financial planner, you probably think storytelling has provenance in parents tucking their kids into bed. Or perhaps you...
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