Digital spring clean – a practical toolkit for advisers to improve their digital effectiveness

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Get a broom, then Google yourself The comprehensive digitalisation of our lives is yesterday’s news. Businesses across all sectors have been irreversibly reshaped, as consumers around the world use digital... Read more continue reading

Retirement Income Covenant – background, adviser implications and trustee checklist

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Introduction As the ageing of our population continues to accelerate, the shortcomings of our national retirement incomes policy framework become magnified. A historically disproportionate focus by policy makers and product... Read more continue reading

Ethics and the use of listed investments and securities

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The upsurge in listed products continues unabated as the share market bull-run continues. The number of active ETF launches has been especially high, resulting in a commensurate increase in the... Read more continue reading

Aged care partnership provides financial planning degree accreditation

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Deakin’s financial planning students now have the opportunity to complete an industry-based program in aged care advice and have it accredited towards their degree. The new partnership between Aged Care... Read more continue reading

First Sentier Investors and UniSuper named major award winners

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Lonsec and SuperRatings have announced the winners of this year’s Fund of the Year Awards, which were held virtually for the second year in a row. The Lonsec Manager of... Read more continue reading

XY Adviser launches recruitment marketplace to remove hiring headaches for financial advice businesses

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XY Adviser, an exclusive online professional network for the financial advice industry, has launched its ‘XY Jobs Board’ to help advice businesses attract high-quality staff. With the national unemployment rate... Read more continue reading

2021 Australian Insurance Awards winners announced

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The Australian and New Zealand Institute of Insurance and Finance (ANZIIF) is delighted to announce the winners of the 2021 Australian Insurance Industry Awards. Despite the 2021 Awards evening not... Read more continue reading

IDII changes – rethinking the role for trauma in risk strategies

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Since its introduction to the Australian market over 20 years ago, trauma (aka crisis or critical illness) cover has become an important part of the life insurance product universe. Designed... Read more continue reading

Zenith Investment Partners presents ‘Industry Contribution Award 2021’ to infrastructure expert Richard Elmslie, ClearBridge Investments

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Richard Elmslie, Managing Director at ClearBridge Investments[1] and co-founder of RARE Infrastructure (now ClearBridge Investments Limited), has received this year’s Industry Contribution Award by Zenith Investment Partners for his long-term... Read more continue reading

DDO – Best practice checklist for financial advisers

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Introduction On October 5th, 2021, the new Design and Distribution Obligations (DDO) regime – and associated Product Intervention Powers – came into effect. One of the most significant regulatory reforms... Read more continue reading