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, the report shares insights into how the COVID-19 pandemic has affected business confidence and the top priorities for businesses as they move ahead to continue... Read more continue reading

CPD: 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 think of segmentation as dividing clients – and prospective/target clients – into smaller groups, and then optimising the way you interact with those groups, including:... Read more continue reading

CPD: 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 of us would like ourselves and our family members and friends to be treated by a professional service provider. This article, proudly sponsored by GSFM... 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 scholarship is highly regarded for providing insurance professionals invaluable professional development and networking opportunities. The winner of the Aon Scholarship will attend either the 2022... 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 of the ANZIIF Year of the Insurance Professional Initiative.[1] “The Year of the Insurance professional initiative and recognition awards are separate from the Australia and New... Read more continue reading

CPD: 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 already crumbling long before that particular show hit town. The reliance on disclosure as a central pillar of financial consumer protection, for example, had already... Read more continue reading

CPD: 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 an enduring and resilient investment program. But what is good governance? And does it really make a difference? The strength of the global capital markets of the... Read more continue reading

CPD: 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 falling revenues (Adviser Ratings estimates a 58% decrease in average adviser income after the removal of grandfathered commissions[2]), the financial viability of advice is being... Read more continue reading

CPD: 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 elder abuse, something financial advisers should be aware of. In this ethics article, sponsored by GSFM Pty Ltd, elder abuse and the ethical ramification for... 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 to receive five awards in a single year, was recognised for excellence across underwriting, claims and rehabilitation, with individuals and teams being awarded for their... Read more continue reading