2021 Household Capital Three Pillars Forum demands holistic retirement funding solutions

Household Capital Three Pillars Forum Demands Holistic Retirement Funding Solutions September 16, 2021 The 2021 Household Capital Three Pillars Forum was held on September 16 and attended by hundreds of industry leaders and stakeholders. Since commencing in 2019, the Household Capital Three Pillars Forum, has grown to welcome a larger number of panelists, this year... Read more continue reading

XY Adviser named as finalist in the 2021 Sydney City Business Awards

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XY Adviser, an exclusive online community for the financial advice industry, has been named as a finalist in the category of ‘Excellence in Innovation’ for the 2021 Sydney City Business Awards. The Sydney City Business Awards, held in partnership with the City of Sydney and Business NSW, recognises growth, entrepreneurship and celebrates business success across... Read more continue reading

CPD: Message understood? Key considerations and steps when providing financial advice to vulnerable clients

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Introduction Amidst an overall increased media and regulator focus on financial consumer protection, especially post the Hayne Royal Commission, the spotlight on ‘vulnerable’ financial consumers has become especially intense. Our population is ageing and becoming more culturally diverse at a time when financial products remain as complex as ever, and as we stand on the... Read more continue reading

Financial services industry invited to join the 2021 Household Capital Three Pillars Forum 

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The 2021 Household Capital Three Pillars Forum will be hosted by Ali Moore and broadcast on September 16 from 9.30am to 1.30pm. Entry to the online event is free of charge and professionals from the financial services and retirement industries are invited to attend. This year the forum has grown to encompass three separate panel... Read more continue reading

Australian Insurance Industry Awards finalists announced

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The Australian and New Zealand Institute of Insurance and Finance (ANZIIF) is delighted to announce the finalists of the Australian Insurance Industry Awards 2021. Now in its 17th year, the awards celebrate the accomplishments of individuals and companies who all share a common pursuit for excellence and exceptional dedication to the Australian insurance industry. In... Read more continue reading

Challenges ahead but MDS survey confirms self licensees are optimistic about the future

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A recent survey of My Dealer Services Pty Ltd (MDS) national network of self-licenced financial advice practices confirmed that despite the upheavals and disruptions of the past few years (including the pandemic), the principals of these businesses are optimistic about the future said Director Mr. Alex Euvrard. Commenting further, Euvrard said that advisers with their... Read more continue reading

M&A set to surge on greater business certainty

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Despite a marked drop in M&A activity during the last quarter of FY20, local and global markets have proven their resilience in the period since with a notable uptick in the number and size of deals, according to M&A Deals: Australia Year in Review FY20/21, a new report by HLB Mann Judd Sydney. The report... Read more continue reading

CPD: Ethics and design and distribution obligations

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The Design and Distribution Obligations (DDO) legislation, as detailed in ASIC’s Regulatory Guide 274 Product Design and Distribution Obligations, comes into effect on 5 October 2021. This article, proudly sponsored by GSFM, examines how ethics (and FASEA’s Code of Ethics) intersect with DDO obligations. The Treasury Laws Amendment (Design and Distribution Obligations and Product intervention... Read more continue reading

MetLife finalist in new D&I Award

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MetLife Australia has been named as a finalist in the inaugural SEEK Talent Acquisition Recognition Awards 2021 – or STAR Awards – in the category of Best Diversity, Equity and Inclusion Initiative. The STAR Awards acknowledge excellence in talent acquisition and celebrate the integral role talent and hiring teams play in the success of their... Read more continue reading

Research reveals SMEs caught between cash flow pincers

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New research by SME Invoice Finance specialist Apricity has revealed that even healthy SMEs supplying larger companies are facing a cash flow crisis, caught between the twin pincers of a covid related slowdown, and longer dated trading terms. A recent survey of over 900 commercial finance brokers has revealed that, even before the latest NSW... Read more continue reading