What compliance can learn from musicians

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Speaking at the Synchron Conference in Darwin last week, Synchron General Manager, Compliance Phil Osborne said that just like music, the financial advice profession could be considered in terms of... Read more continue reading

Lifespan Financial Planning launches digital investing and education solution to address the “advice gap”

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Lifespan Financial Planning, one of Australia’s largest privately-owned financial advice networks, has launched a digital investing solution to support the mass market of Australians priced out of receiving holistic personal advice... Read more continue reading

What problems do you solve?

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In the struggle for professionals to define a value proposition asking: “What problems do we solve?” is probably the best place to begin. It is a simple question for sure, but... Read more continue reading

Why your practice needs to retain your client-facing advisers and how to get advisers to stay for the long term

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As an advice practice, you invest in establishing long-term trusted relationships with clients. In the same way, you need to build enduring relationships with your client-facing advisers. The future viability... Read more continue reading

Ethics – It’s not all black or white

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The financial adviser Code of Ethics seeks to impose ethical duties that go above the requirements of the law. While those laws may be clear, anything open to subjective interpretation... Read more continue reading

UniSuper wins Chant West Super Fund of the Year

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 UniSuper has been named Super Fund of the Year at the tenth annual Chant West Super Fund Awards last night in Sydney. More than 250 guests from across the industry... Read more continue reading

Client onboarding – the best kept secrets of leading advisers

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The introduction to a 2016 paper by global consulting firm KPMG, Transforming Client Onboarding[1], contained the following observation: “Client onboarding is a largely manual, error prone, time -consuming, incomplete process.... Read more continue reading

Sudden wealth is on the rise – how advisers can protect clients from its pitfalls

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The challenges of sudden wealth Most people, to a greater or lesser degree, dream of sudden wealth. But whilst the pursuit of riches can be a powerful motivating force that... Read more continue reading

Are you getting the licence you’re paying for

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Purchasing an Australian financial service licence (AFSL) or an Australian credit licence (ACL) is an exciting opportunity to take your financial service business to the next stage of growth. The... Read more continue reading

How wealth managers can avoid losing key people to the great resignation

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Besides the election, this year is throwing new challenges to the nation’s wealth management industry. An immediate challenge is for leaders to keep their teams safe and well given continuing... Read more continue reading