MetLife auditor named BFO Young Ambassador for 2021

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MetLife Australia’s Senior Internal Auditor, Aoife Donnelly, has been named one of The Banking and Finance Oath (BFO) Young Ambassadors for 2021. Ms Donnelly was announced as a BFO Young... Read more continue reading

The employee engagement imperative for financial advice practices

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Happy staff, happy clients, happy shareholders A company’s biggest asset – as the saying goes – is its people. It’s a truism that applies equally to the largest corporations and... Read more continue reading

AustralianSuper wins Chant West Super Fund of the Year

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AustralianSuper has been named Super Fund of the Year at the ninth annual Chant West Super Fund Awards last night in Sydney. More than 300 guests from across the industry... Read more continue reading

Robo-Advice? It is GREAT for an adviser business…

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The first sale you have to make…How to get your prospects attention…and keep it. Robo-advice is great for all of us in the advice arena, because WE learn more about... Read more continue reading

Financial consumer protection – part 3 – adviser priority checklist and calendar

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In a continuation of our series on Financial Consumer Protection, this article examines the latest raft of regulatory changes that will impact – directly and indirectly – financial advisers from... Read more continue reading

How to bring your client experience vision to life

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Here are six essential ways you can influence the client experience through your team. What’s it like doing business with your team? Do your clients come away feeling confident in... Read more continue reading

Client engagement in the new world – Adviser toolkit

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Client engagement – it’s time for new tools Financial advisers have been dissecting the topic of client engagement for decades, and with good reason; client engagement is the bedrock of... Read more continue reading

The financial advice profession: Are we there yet?

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The incessant debate about whether financial advice can be called a profession or whether it is an “industry” keeps rolling along and mostly the debate is within the industry. Those... Read more continue reading

What is Outsourced CIO?

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Outsourced CIO stands for outsourced chief investment officer, or, more broadly, outsourced investment management. The term refers to the full or partial outsourcing of a financial planner’s investment function to... Read more continue reading

Advisers focus on getting back to business as COVID relief ends

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Advisers are focusing on proactive strategies for clients, with superannuation and particularly contributions top of mind, as social security measures take a back seat. In the March quarter, the top... Read more continue reading