Rising digital fraud attacks in Asia Pacific

From

LexisNexis® Risk Solutions has shared the latest findings of scams in an increasingly borderless digital landscape in Asia Pacific, including the trends and types of fraud in the region and... Read more continue reading

Be valuable by simply making clients lives easier

From

There are many ways to be valuable to clients, and a frequently overlooked aspect of value is simply making clients lives easier for them. A massive opportunity exists for advisers... Read more continue reading

Congratulations you’ve got your own AFSL – now what?

From

Increasing regulation of financial services has seen a trend of businesses seeking to become self-licensed through getting their own Australian Financial Services licence (AFSL). While speculation that ASIC may impose... Read more continue reading

Exit ahead – Increasing succession value through a more client-centred approach

From

“Demography is destiny.” This expression, frequently attributed to French philosopher Auguste Comte, succinctly summarises the inevitability of ageing and all that it brings. In a financial advice context, where the... Read more continue reading

The value of a Financial Adviser – Part 2

From

The value of financial advisers – and the advice they dispense – can be challenging to quantify but for the majority of clients, is highly valued. This is particularly so... Read more continue reading

Focus on what matters most to succeed

From

Focus. It is one of the most noticeable differences between those who are successful, and those who are frustrated.  The ability to focus on what matters most is often what... Read more continue reading

Ready or not: How to prepare your organisation for a data breach

From

Cyber-attacks and other data breaches are, unfortunately, inevitable. But there are key steps every organisation should take to prepare for when the inevitable happens. Responding to a significant cyber incident... Read more continue reading

The Value of a Financial Adviser – Part 1

From

Advisers are never more important than during periods of significant change. As the market transitioned from growth to value, change was everywhere, making the need for advice and reassurance with... Read more continue reading

Ethics and elder financial abuse

From

As Australia’s population ages, the incidence of elder abuse is expected to increase. This includes financial elder abuse, something financial advisers need to be able to identify and deal with... Read more continue reading

Tax concessions go begging for small business

From

Many business owners are potentially missing out on valuable tax concessions by failing to review their existing business structure, according to HLB Mann Judd Sydney tax partner, Peter Bembrick. Mr... Read more continue reading