Bloomberg’s 2022 Gender-Equality Index shows companies increasingly committed to reporting ESG Data

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Bloomberg has announced that 418 companies representing a combined market capitalization of USD16 Trillion and headquartered in 45 countries and regions are included in the 2022 Bloomberg Gender-Equality Index (GEI). ... Read more continue reading

Marketing blueprints – a 5 step guide to building your advice practice marketing plan

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Introduction A common attribute of leading financial practices is their disciplined and formalised approach to planning. For those advisers who are also practice principals, having a documented business plan –... Read more continue reading

Businesses in the RAT race, beware of Fringe Benefits Tax

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As the race to secure supplies of COVID-19 Rapid Antigen Tests (RAT) heats up due to the ongoing wave of Omicron throughout the community, it is important for businesses purchasing... Read more continue reading

Compliance the major focus for advice firms

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Managing compliance and regulatory changes has emerged as the number one operational challenge for Australian financial advice firms in a major new global survey of the financial planning industry by... Read more continue reading

Ian Laughlin awarded Actuaries Institute’s highest honour for lifetime’s work

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Ian Laughlin, a former deputy chair of APRA, with a distinguished corporate career as a managing director and board member, has been awarded the Australian Actuaries Institute’s highest honour, a... Read more continue reading

Five tips to make wealth management offices more welcoming after lockdown

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With more people heading back to the office for at least part of the week, wealth management firms of all types are facing the challenge of how to entice workers... Read more continue reading

Financial Advice tech – a practical checklist for driving increased efficiency and better client engagement

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As the financial advice landscape devolves away from large institutions to smaller, self-licensed entities, advisers and practice principals are increasingly being faced with the need to be far more active... Read more continue reading

Why you need plenty of positive consumer reviews

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Experience reviews…consumer reviews…I blame TripAdviser for it; but maybe it wasn’t them…Whatever, everyone out there now expects to be able to give a review of any business, and read others... Read more continue reading

Large super funds leading gender equality progress for Australia’s $4+Trillion investment sector

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Australia’s investment management sector remains one of the most male dominated professions in the country – but changing dynamics are finally seeding change for women seeking a career as professional... Read more continue reading

Data security a key concern for trustees as cyber risks increase

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As more employees worked from home during the COVID-19 pandemic and cyber-attacks become more sophisticated, Australian businesses are investing in the latest technology to safeguard client data. With a brand... Read more continue reading