On the Radar: Understanding the businesses that drive Australia’s economy

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The Pitcher Partners network has released its annual Pitcher Partners Business Radar: Understanding the businesses that drive Australia’s economy. Canvassing the trends, challenges and opportunities faced by middle-market businesses across Australia,... Read more continue reading

Client centric segmentation – a best practice framework for advisers

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Extensive research[1] into the underlying pillars of success for financial advice businesses has identified the use of client segmentation strategies as a powerful driver of best practice. Simplistically we can... Read more continue reading

Ethics and the professional practice

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In financial planning, ethics can be distilled into acting in the client’s best interests at all times, acting with competence, honesty, integrity and fairness. In short, the way any one... Read more continue reading

2021 Aon Scholarship is now open

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Aon and the Australian and New Zealand Institute of Insurance and Finance is proud to announce the 2021 Aon Scholarship is now open. Now in its 16th year, the Aon... Read more continue reading

Year of the Insurance Professional initiative recognises individuals and teams for outstanding professionalism

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The Australian and New Zealand Institute of Insurance and Finance (ANZIIF) is proud to announce the winners of the Making a Difference and Most Valuable team recognition awards, as part... Read more continue reading

When disclosure harms, rather than protects, consumers – an adviser guide to DDO compliance

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(Updated 16 September, 2021) Whilst the Hayne Royal Commission undoubtedly put a wrecking ball through most rooms in the financial services house, it is worth remembering that some walls were... Read more continue reading

The overlooked art of good governance

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Does your Outsourced CIO fit within your governance structure and offer the governance you need? It is a vitally important, yet often overlooked element in the development and maintenance of... Read more continue reading

Advice practice sustainability – a risk management perspective

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Financial advice in Australia is facing a sustainability challenge. Caught between the pincers of rising costs – including a 160% increase in the ASIC levy over 3 years[1] – and... Read more continue reading

Ethics and your elderly clients

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The COVID-19 pandemic not only caused older Australians to worry about their health and finances, it reportedly increased the incidence of elder abuse. This includes an increase in reported financial... Read more continue reading

MetLife wins record five ALUCA awards

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MetLife Australia has won a record five ALUCA (Australasian Life Underwriting and Claims Association) Life Insurance Excellence Awards 2021, which recognises excellence in life insurance claims and underwriting. MetLife, the first organisation... Read more continue reading