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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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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AFA award nominations closing soon​

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The industry has until 30 June to nominate members of the advice community for one of the Association of Financial Advisers (AFA)’s 2018 Awards and until 6 July to submit applications. The AFA Awards Program comprises a suite of five awards, including the AFA Adviser of the Year and the AFA Practice of the Year, […]

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Business lending unfair contracts

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Small business lenders are in the spotlight following ASIC’s report on unfair contract terms in small business loans. With ASIC setting clear expectations about how small business lenders will amend their contracts, it’s important to get this right. Who is protected? A small business employs less than 20 employees (excluding casual employees), meaning the first issue to […]

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How is FASEA impacting our industry?

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There are many financial planners who may not have formal studies and qualifications, but who have clearly demonstrated an ethical, professional attitude and behaved in a manner that has allowed them to forge strong relationships over many years. In many cases they are also maintaining Continuing Professional Development (CPD) at more than minimum standards. However, […]

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OnMarket wins FinTech Australia award for ‘Excellence in Crowdfunding’

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OnMarket has been awarded the 2018 FinTech Australia award for ‘Excellence in Crowdfunding’ at last week’s Finnies Awards held in Sydney. The Finnies are Australia’s only industry-backed awards, which are supported by FinTech Australia and the NSW Government’s Jobs for NSW. The Finnies recognise and celebrate the best and brightest in the rapidly growing and exciting […]

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The unexpected outcomes of getting customer experience right

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First impressions that drive lifetime outcomes The customer experience you provide to your clients delves much deeper than the standard customer service standards. As described by customer experience firm Qualtrics, ‘…customer experience is more than tracking promoters or satisfaction scoring. You have to know how your customers are changing, which ones matter most, and, essentially, […]

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Changes to ASIC licensing

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At a liaison meeting between ASIC and professional licensing consultants in March this year, we were warned not to expect a return to the good ol’ days of 2 month turnarounds on AFS and credit licence applications – ever! It seems that ASIC considers 6 months to be an acceptable minimum. Here’s why. According to […]

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Quay wins global property award

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Quay Global Investors has been awarded the 2018 Money Management/Lonsec Fund Manager of the Year Global Property Securities Award for its Quay Global Real Estate Fund. Quay was launched in May 2015 as a partnership with principals Justin Blaess and Chris Bedingfield and Bennelong Funds Management. Prior to this, the business operated as Quay Real […]

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BAEP wins Australian large cap equities award

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Bennelong Australian Equity Partners (BAEP) has taken out the 2018 Money Management/Lonsec Fund Manager of the Year Award for the best Australian Large Cap Equities Fund. The award-winning fund, the Bennelong Concentrated Australian Equities Fund, has provided strong returns over time. Since the fund’s inception, it has returned 18.1% per annum compared to the benchmark’s […]

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