CPD: Best practice client engagement – Understanding women as the drivers of investment growth

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Jedi Knights, Millennials, and other Census tales Yes, it’s that time again. Every four years, we get to pore over the Census results and see how the picture of Australia has changed. As you can imagine, collecting and analysing the data from 25 million people and 10 million households is a mammoth exercise, which is... Read more continue reading

Finalists announced for 2022 Australian Insurance Industry Awards

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ANZIIF is pleased to announce the finalists of the 2022 Australian Insurance Industry Awards. Now in its eighteenth year, the Australian insurance industry’s ‘night of nights’ will return as an in-person event for the first time since 2019. Over 600 people are expected to come together to celebrate ‘the year that was’ at The Star... Read more continue reading

Fraud costs increased more than 10% over pre-pandemic levels for APAC businesses

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LexisNexis® Risk Solutions released the latest Asia-Pacific edition of the LexisNexis® True Cost of Fraud™ Study, which surveyed 387 risk and fraud executives in Malaysia, Philippines, Singapore and Thailand. The study analysed fraud trends in retail, ecommerce, financial services and lending industries and spotlights key pain points related to new digital payment methods and transaction... Read more continue reading

Improving the wellbeing of your clients

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Stuart Alsop, Head of Sales at intelliflo, highlights the crucial role advisers play in supporting the financial security of clients and their ability to boost their general wellbeing. Given the challenges many have faced over the last two years, there has never been a better time to focus on your wellbeing and that of your... Read more continue reading

AXA IM receives global EDGE Move certification as it progresses towards a more gender-equitable workplace

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AXA Investment Managers has achieved EDGE (Economic Dividends for Gender Equality) Move certification, in recognition of the significant progress towards a gender-equitable workplace. After having achieved EDGE Assess certification in 2018, AXA IM obtained the global EDGE Move certification, the second of three existing EDGE certification levels. EDGE is the leading global assessment and business... Read more continue reading

CPD: The important role of trust in ethics and financial advice

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Recent research shows trust in financial advisers has risen in Australia…however, 58 percent of prospective clients lack trust in advice. This article, proudly sponsored by GSFM, explores the inextricable links between trust and ethical practice in providing financial advice. The Oxford dictionary defines trust as: “The belief that somebody/something is good, sincere, honest, etc. and... Read more continue reading

CPD: Risk advice – An 8-point guide to better field underwriting and better client outcomes

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Field underwriting leads to better customer outcomes Field underwriting, in simple terms, is the information gathering and screening of risk advice clients, done by a financial adviser before an application is submitted to the life insurer’s own underwriters. In a sense it is like a triage process, with several benefits: it can help the adviser... Read more continue reading

Advice firms seeking scalability and capability in an acquisition

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Financial advice practices seeking growth through acquisition are searching for greater scalability and capability as the average cost to deliver financial advice continues to rise, according to Virtual Business Partners (VBP). In the past, M&A activities focussed on buying a client book, and the associated funds under advice (FUA), with a focus on acquisition and... Read more continue reading

MetLife wins four ALUCA Life Insurance Excellence Awards 2022

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MetLife Australia has been awarded four awards at the 2022 ALUCA (Australasian Life Underwriting and Claims Association) Life Insurance Excellence Awards, which recognise excellence in life insurance claims and underwriting. MetLife has been recognised across individual and team award categories, demonstrating the organisation’s strong commitment to delivering exceptional experience to customers, supporting them through challenging times. MetLife... Read more continue reading

Pendal says future is worth investing in with new campaign

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Pendal Group (Pendal) shines a light on financial advisers and the role they play in creating positive change in its latest brand campaign by ‘uberbrand’. In this campaign, financial advisers meet disadvantaged community members benefiting from impact investing. Financial advisers are increasingly driving the uptake of responsible investing in Australia through conversations they are having... Read more continue reading