MetLife Australia awarded Life Insurance Company of the Year in Australian Insurance Industry Awards

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MetLife has been named Life Insurance Company of the Year at the ANZIIF Australian Insurance Industry Awards. MetLife CEO Richard Nunn said: “We’re delighted to have won the Life Insurance... Read more continue reading

Why leaders must learn to connect to improve engagement

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The ability to build trust, engagement and connection is now a critical skill at the leadership level. A day in the life of a leader comprises many management tasks: overseeing... Read more continue reading

Deal trends: Warranties and indemnities in the sale of financial advice portfolios

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The sale of financial advice portfolios is on the rise and both buyers and sellers are finding new ways to allocate risk. In this post, we put the current deal... Read more continue reading

‘Growth’ and ‘defensive’ labels don’t tell advisers what they need to know

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Financial advisers must have a thorough understanding of where superannuation products allocate funds rather than relying on labels to make recommendations, according to leading research house Lonsec. There has been... Read more continue reading

Lenders may need to vary their licence to sell at POS

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Financiers who distribute through retailers may need to vary their licence in preparation for the end of the point-of-sale (POS) exemption. The exemption was flagged to go by the Royal... Read more continue reading

Insurance and business succession planning

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A Business Succession Plan is a strategy for the smooth and orderly handover of a business from one owner/manager to another in particular circumstances, such as the planned or unplanned... Read more continue reading

Not all consumers make good advice clients

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Everyone is after the good advice clients it seems…or are they? Robo-advisers, direct marketing, 24/7 online transaction facilities, product kiosks and over the counter solutions to shoppers at supermarkets…these are... Read more continue reading

High performance without burnout

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Working harder does not necessarily equal high performance and may actually be contributing to burnout says Next Evolution Performance CEO, Vanessa Bennett. The World Health Organisation (WHO) recently described burnout... Read more continue reading

Conference bid to cut massive M&A failure rate

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Researchers at the University of Sydney Business School and industry experts will meet later this month (25th July) in search of answers to the disturbingly high number of corporate merger... Read more continue reading

How to create a MORE effective client report

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The typical financial planning report or statement of advice produced for clients is ineffective. Being effective means getting the key points across as quickly and as simply as possible, so that... Read more continue reading