Super Fund of the Year finalists announced

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Chant West has announced the finalists for the 2022 Chant West Super Fund of the Year award. The country’s best super and pension funds will be recognised at the 10th annual Super Fund Awards on 25 May, recognising excellence and showcasing industry best practice across 13 award categories. The theme for the awards this year... Read more continue reading

HLB Mann Judd named best firm at Client Choice Awards  

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HLB Mann Judd has been named Best Accounting & Consulting Services Firm ($50-$200 million revenue) at this year’s Client Choice Awards. It is the eighth time HLB Mann Judd has won this category, and the third consecutive year of winning the award. The Client Choice Awards recognise best practice in the professional services industry. They... Read more continue reading

ACSA announces 2022 Industry Award winners

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The Australian Custodial Services Association (ACSA), the peak body for Australia’s custodial service industry, today announces winners of its 2022 awards recognising outstanding industry leadership. 2022 award winners are: ACSA Award: Nicole Carnovale, Northern Trust Duncan Lyon, J.P. Morgan ACSA Service to the Industry Award Marian Azer, Milestone Group The awards were presented by ACSA... Read more continue reading

Getting strategic clarity follows the same process as giving advice

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The most important business-building step is having a well-defined strategy, yet strategy is one of the most misunderstood concepts in professional services. It is an area that many advisory firms struggle with, and frequently find themselves without any clearly defined strategy for how they will achieve their business objectives. That is what “strategy” is of... Read more continue reading

Young Insurance Professionals to come together as ANZIIF Rising Stars in Insurance event returns in Melbourne and Sydney

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The Australian and New Zealand Institute of Insurance and Finance (ANZIIF) is proud to announce the return of the Rising Stars in Insurance event in Melbourne and Sydney. The popular professional development networking event was last held in 2019, prior to the COVID-19 pandemic. The interactive seminar is designed to connect early career professionals, drive... Read more continue reading

CPD: Crypto – a regulatory and consumer protection primer for advisers

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Suspicious minds It is a normal human trait to be suspicious of things we don’t understand, which is why so many people still regard cryptocurrency as something of a fringe concept. And whilst the news may be increasingly filled with stories like the large, respected institution who allowed its 16,000 advisers to access crypto for... Read more continue reading

TAL awarded for active commitment to achieving gender equality for the eighth year

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Australian life insurer, TAL, has been recognised as one of Australia’s leading promoters of workplace equality after being named an Employer of Choice for Gender Equality for the eighth consecutive year. The Commonwealth Workplace Gender Equality Agency (WGEA) Employer of Choice for Gender Equality citation recognises leading organisations that meet rigorous standards in workplace gender... Read more continue reading

CPD: The unethical client

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The industry media regularly publishes stories in which an absence of ethical behaviour is apparent. However, about those situations where a financial adviser is instructed by a client, but cannot act on that instruction without breaching an ethical standard? This article, proudly sponsored by GSFM, will examine this issue in line with the Code of... Read more continue reading

CPD: Make your advice irresistible, and your clients will reap the rewards

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It’s easy to take a ‘glass half empty’ perspective when surveying the current landscape of financial advice; Increasing cost pressures, falling adviser numbers, a regulatory tsunami that politicians on both sides agree has been overdone. And of course, the ones ultimately paying the price for all this disruption are consumers, who are seeing the accessibility... Read more continue reading

UniSuper wins 5 stars in 2022 Canstar Superannuation Awards

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UniSuper, the $110 billion fund now open to all Australians, has been awarded a 5-Star Rating for Outstanding Value in Canstar’s 2022 Superannuation Awards. This award cements UniSuper’s position as one of Australia’s best-performing superannuation funds, demonstrating that the Fund is delivering on its mission of shaping a future worth retiring for their members according... Read more continue reading