Capital.com’s Australia CEO Laura Lin named Top 25 Women Leaders In Technology

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Capital.com, the high-growth global fintech for the leveraged trading industry has today announced that its Australian Chief Executive Officer (CEO), Laura Lin, has been named one of the Top 25... Read more continue reading

High growth advisory firms do marketing differently

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High growth advisory firms do many things differently, but in marketing they tend to do something very different to the norm. We can’t ignore that it takes many differences to... Read more continue reading

Managing ethics and referral or outsource partners

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It’s a rare financial advice practice that doesn’t have referral partners that they send business to or receive business from. Using third party outsource providers for non-client facing elements of... Read more continue reading

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