Viridian Advisory encourages HSC graduates to shape the future of financial advice

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With HSC results set to be released next week, Viridian Advisory is calling on school leavers to consider an exciting and rewarding career in financial planning. Following a period of... Read more continue reading

CPD: Consumer protection brief – advisers at the frontline of preventing financial abuse

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Introduction Financial Abuse is a major societal problem, regarded by many observers, and some states, as a form of domestic violence. Although recognised in Commonwealth law, in most Australian jurisdictions... Read more continue reading

CPD: Top 10 tips for providing ethical advice

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The Australian Financial Complaints Authority (AFCA) does more than hear complaints; it also provides tools to help financial advisers meet their legal and ethical obligations throughout the advice process. This... Read more continue reading

Five Escala Partners’ financial advisors recognised as Top 150 in Australia

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Five senior financial advisors at Escala Partners, Australia’s’ premier wealth management and advisory firm, have been recognised this year in Barron’s top 150 Financial Advisors in Australia list.  “We are... Read more continue reading

ANZIIF announce winners of the 12th New Zealand Insurance Industry Awards

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The Australian and New Zealand Institute of Insurance and Finance (ANZIIF) is proud to reveal the winners of the 12th New Zealand Insurance Industry Awards. The Awards celebrate the remarkable... Read more continue reading

Aged Care Steps announces the winners of this year’s Aged Care Adviser of the Year Awards

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Aged Care Steps (ACS) announces the winners of this year’s Aged Care Adviser of the Year Awards, recognising excellence in the industry across two main categories, with the addition of... Read more continue reading

Barron’s ranks Charlie Viola among Australia’s leading financial advisers

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Viola Private Wealth Executive Chair and Founding Partner, Charlie Viola, has been ranked fifth on Barron’s list of Australia’s Top Financial Advisers – the sixth consecutive year he has been... Read more continue reading

HSBC warns customers to be alert to investment scams

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As scammers look at new ways to trick consumers into stealing their hard-earned cash, HSBC is warning customers to be extra vigilant when undertaking investments. According to the National Anti-Scam... Read more continue reading

CPD: Open Banking – increase client personalisation and your profitability

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The rise of Open Banking in the financial services industry The global rise of open banking has been driven by technological advancements and changing consumer expectations. Innovations in artificial intelligence... Read more continue reading

CPD: Do longer SOAs break the law? When is an ROA more appropriate? (And other key questions about the communication of advice)

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Introduction Disclosure is recognised as a key pillar of financial consumer protection. Transparent communication around product features, fees, and investment performance obviously helps consumers make informed choices when deciding to... Read more continue reading