Global experts launch world-first postgraduate courses in the economics of sustainability

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As the world wakes up to the scale of the climate crisis, leading figures in finance and world-renowned economists are rallying to promote the first ever global postgraduate degree in... Read more continue reading

Staff retention now biggest area of focus for businesses

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Daniel Riley, leading finance expert and CEO of one of the country’s top business finance providers, Earlypay, said the biggest issue facing businesses in 2022 is attraction and retention of... Read more continue reading

Inclusive workplaces are more profitable

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How building an inclusive organisation not only builds trust internally, but influences business results to capture new markets, and retain existing clients. In my background in Financial Planning distribution my... Read more continue reading

A family affair – the challenges of retaining intergenerational wealth

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The great wealth transfer – opportunity or threat? The impending multi-trillion-dollar intergenerational wealth transfer, and its social, economic, and political consequences, has been a hot topic in the media for... Read more continue reading

Balancing adviser needs and clients wants

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The professional Financial Advisers’ needs matter as much as the Clients’ wants.  Consumer groups and regulators will probably disagree of course, but the ideal practice is one which surely achieves... Read more continue reading

Advisers’ call for stronger support services and reliability in competitive platforms space

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Leading research firm Investment Trends has released the second part of its latest 2022 Adviser Technology Needs Report, which focuses on the evolving technology needs of financial advisers specifically insights on their... Read more continue reading

Ignition Advice wins two international awards

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Ignition Advice has been recognised for its digital advice innovation, winning two awards at this year’s Wealth & Finance International FinTech Awards, announced on 1 August 2022. Based in the... Read more continue reading

Best practice advice means meeting client expectations too, doesn’t it?

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What constitutes “Best Practice” advice process is a constant work in progress, but it does not develop as rapidly as either technology or client expectations do. In fact, there is... Read more continue reading

Ethics and inappropriate financial advice

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Earlier this month ASIC revealed that six of Australia’s biggest banking and financial services institutions have paid or offered over $3 billion in compensation for financial advice-related misconduct. Much of... Read more continue reading

Adviser briefing – genetic testing in life insurance

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2022 review of life insurance genetic testing moratorium In June 2022, Australia’s life insurers announced[1] their intention to cease their membership of the Financial Services Council (FSC) and form a... Read more continue reading