The difference that clear strategy makes in a practice

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Having a clear strategy is probably the most misunderstood concept in professional services. The business often has a Vision. A clear picture of what it wants to look like, and what success means to the owners. The business often is excellent at Operational Planning. Perhaps because we are trained as planners there is a tendency […]

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Within the debate of moving to a four-day working week, Australian companies need to measure and understand employee wellbeing

Sunil Vohra, co-founder of the world’s first independent and standardised index for measuring organisational culture, The Workability Index, highlights how critical it is for Australian businesses to move to measuring wellbeing as a key metric. “At the heart of the debate about a four-day working week, there is clear intent to elevate discussions of structural […]

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CPD: Growing your advice practice

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There is increasing commentary about the need for financial advice firms to grow in order to survive. This question of growth is starting to reappear post an elongated period of consternation and consolidation in our profession. This article, sponsored by Insight Investment, will explore the two means traditionally used to grow financial advice practices – […]

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Winners of 2019 Consumer Choice Awards announced

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BT Financial Group (BT) has won The Association of Financial Advisers (AFA) and Beddoes Institute (Beddoes) 2019 Consumer Choice Award. OnePath Life and Clearview were runners-up. AFA CEO Philip Kewin said, “Consumer insights into the quality of life insurance providers are invaluable in helping advisers select policies that meet the needs of their clients and […]

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Examining board gender diversity and equity market performance

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Do gender-diverse boards and executive teams really make a financially material difference to companies and capital markets? “While numerous studies in recent years point to “yes,” we decided to put these theories to the test, using rigorous quantitative factors,” says Yijia Chen, ESG Quantitative Research Analyst, Calvert Research and Management, an affiliate of Eaton Vance. […]

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Ethics is good for business – at last the message is getting through

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The message that ethical behaviour and making decisions based on what is best in the long-term for an organisation’s reputation, financial welfare and sustainability is getting through said Dr Zivit Inbar founder and CEO of DifferenThinking a boutique consulting firm specialising in strategic people, culture, ethics, leadership and performance services. Commenting further Dr Inbar said […]

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Understanding the client buying journey will get you more of them

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The decision-making process – or buying journey as it has become known – that prospective clients go through today is complex, time-consuming for all parties, and is also often an incredibly  frustrating affair for all parties.  It is less frustrating if we understand what is actually going on and allow the time required for our […]

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Open Banking Regime made easy by award winning fintech software

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Regulations allowing consumers to have greater access to data held by financial institutions will benefit the entire economy, according to the winner of the University of Sydney Business School’s first Genesis fintech start-up competition. Consumer Data Rights (CDR) regulations, which are at the heart of a new Open Banking Regime, will come into force in […]

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CPD: Ethics and financial abuse – responsibilities and strategies for financial advisers

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It’s hard to imagine, but statistics show up to 10 per cent of older Australians experience elder abuse. This may be financial, legal, emotional, physical or plain neglect. Sadly, much of this abuse hidden in families, where the majority of perpetrators lurk, and victims don’t know how to stop it. Financial abuse of elders is […]

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Genesis in search for next international fintech sensation

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The University of Sydney Business School, which has been closely associated with some of the nation’s most successful financial sector startups, including AfterPay, Lendi and Prospa, has launched a fintech specific competition under its highly respected Genesis umbrella. The 11 year old Genesis program, which supports startups through mentoring, assistance with media exposure and prize […]

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