How does culture create lasting success?

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If you doubt that culture can create lasting success, then consider this: Imagine a sports team (or club if you prefer) that competed continuously for well over 100 years and during that time had a winning record against all comers of over 83%? The best that every nation on earth can throw at you year... Read more continue reading

Franklin Templeton Australia recognised for award-winning global equities SMA

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Franklin Templeton Australia has been named, for the second year in a row, the winner of the International Equities category at the 2021 IMAP Managed Account Awards. The Institute of Managed Account Professionals (IMAP) is the only industry organisation for advisers, managers, providers and other businesses actively involved in offering or supporting Managed Accounts. This annual... Read more continue reading

CPD: A new advice model to protect financial consumers – when Do-it-yourself becomes Do-it-together

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Australian investors are having a Bunnings moment. Lured not by a cheeky sausage sandwich between meals, but by a sharemarket that continues to defy gravity, our love of DIY is now being channelled into investing, as record numbers of Australians join the ‘Robinhood revolution’ and become investors for the first time. Echoing overseas trends –... Read more continue reading

North’s new virtual educationHUB supporting advisers through COVID

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North’s virtual educationHUB, launched in 2020, has emerged as an important learning resource for thousands of advisers during the pandemic. Launched just after the onset of COVID, the educationHUB has held seven education series and delivered more than 70 webinars, covering more than 25 topics. The webinars, available to any adviser in Australia, have had... Read more continue reading

CPD: Happy 40th! Why Millennials are no longer the future of financial advice – they are the present

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Introduction In an earlier article in this series, we discussed client segmentation, examining the many different ways segmenting clients and target markets can improve client engagement, efficiency, and practice profitability. In this article, we commence a deeper exploration of specific client segments, shining a spotlight on Millennials (also known as Gen Y). Still considered by... Read more continue reading

Financial advisers save investors from poor decisions during COVID market mayhem

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Financial advisers counselling a disciplined approach to investing over the past year helped Australians avoid a litany of poor investment calls during tumultuous market conditions – adding an estimated more than 5.2% p.a. in value to their clients’ portfolios. The results form part of Russell Investments fourth-annual Value of an Adviser Report released today, which... Read more continue reading

RI Advice announces 2021 Practice of the Year

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Financial advisory and accounting firm, Pride Advice has received the prestigious RI Advice Practice of the Year Award for the fifth time, reflecting the group’s commitment to delivering high quality advice and exceptional client service. The national award – which recognises excellence, leadership and performance – is run by RI Advice, one of Australia’s largest... Read more continue reading

La Trobe Financial wins two Asia Pacific awards

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La Trobe Financial has announced that it has won two prestigious Asia Pacific awards. The first being the CEO of the Year, Wealth Management Asia Pacific and the second Non-Bank Financial Institution of the Year – Asia Pacific by Le Fonti Global Awards. The Le Fonti Global Awards, formerly known as the International Alternative Investment... Read more continue reading

Financial services industry must focus on university graduates or face extinction

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Following tighter industry regulations after the Royal Commission, a financial services beacon is concerned that industry employment is in decline, and is calling on more investment into the career of students nearing the end of their degrees. Kris Martin, Managing Director of KDM Financial and Estate Planning, says the new requirement to hold a Bachelor’s... Read more continue reading

CPD: Ethics – why good people make poor choices

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Ethical values provide a moral compass by which people live their lives and make decisions. This article, sponsored by GSFM, investigates the ways financial advice practices can support ethical behaviour to provide financial advice to clients that is always in their best interests. Since 1994, the Ethics & Compliance Initiative (ECI) has conducted a longitudinal,... Read more continue reading