The time is right – The whys and how’s of compliant video SOAs

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Introduction Disclosure, along with financial advice, financial literacy, and regulation, is one of the four key pillars of financial consumer protection. And in the context of financial advice, there is... Read more continue reading

How HNW individuals are navigating volatile times and positioning for the future

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HNW clients are more exposed to disruption 2022 ushered in a new period of financial uncertainty around the world. A prolonged market downturn was accompanied by runaway inflation and a... Read more continue reading

Measuring returns – our industry has it wrong

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The financial services industry is hooked on using ‘Point-to-Point’ returns to measure fund performance, despite the fact that they often mislead advisers and their clients, according to Insync Funds Management... Read more continue reading

When clients say “too expensive” there is a value gap

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If there is one objection which continually gets professionals in a tangle it is the client who says “it’s too expensive”. When a client says “too expensive” YOU you haven’t... Read more continue reading

How to work out who to keep on your team

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One of the toughest areas of practice management is building your team and keeping the team “right for you”.  So it is best to begin with an unpalatable truth… It... Read more continue reading

Ethics and your peers

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Ethics and the values that underpin them provide a moral compass by which people live their lives. This article, proudly sponsored by GSFM, examines ways that a financial advice practice... Read more continue reading

Chant West Super Fund of the Year finalists announced

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Chant West has announced the finalists for the 2023 Super Fund of the Year Awards. The country’s best super and pension funds will be recognised at the 11th annual Super... Read more continue reading

More face time – outsourcing your way to better returns and a superior client experience

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What are clients really seeking from their adviser? The value of financial advice is one of the most discussed, debated, and researched topics within financial services. Poor consumer understanding of... Read more continue reading

2023 Zurich Innovation Champion awarded to Australian start-up ‘Kanopi’

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Zurich Financial Services Australia (Zurich) has announced that Australian insurtech start-up, ‘Kanopi’, had won the Australian round of its global Innovation Championship for its innovative customer-facing software platform designed to... Read more continue reading

The important role of business culture in an ethical financial advice practice

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Financial advisers play a crucial role in helping Australians achieve their financial goals. However, the trustworthiness and credibility of financial advisers have been eroded in recent years due to various... Read more continue reading