FASEA releases draft Continuing Professional Development guidance

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The Standards Authority has released guidance around Continuing Professional Development (CPD) for providers, which outlines the proposed learning requirements required to be completed each year. The proposed approach to CPD... Read more continue reading

AMP launches Adviser Pathways

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AMP has launched Adviser Pathways, a market-leading training and development program to meet the growing demand for high quality financial advisers. The program is part of AMP’s commitment to raising... Read more continue reading

Are you AND your people clear about what YOU want?

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Pretty much everyone running a business hates having to come up with job descriptions for their staff. A statement which may have been correct at a moment in time to... Read more continue reading

Finalists announced for 2018 Australian Insurance Industry Awards

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The Australian and New Zealand Institute of Insurance and Finance (ANZIIF) and the Asia Insurance Review are pleased to announce the finalists of the 2018 Australian Insurance Industry Awards. Marking their fifteenth... Read more continue reading

AFA award nominations closing soon​

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The industry has until 30 June to nominate members of the advice community for one of the Association of Financial Advisers (AFA)’s 2018 Awards and until 6 July to submit... Read more continue reading

Business lending unfair contracts

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Small business lenders are in the spotlight following ASIC’s report on unfair contract terms in small business loans. With ASIC setting clear expectations about how small business lenders will amend... Read more continue reading

How is FASEA impacting our industry?

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There are many financial planners who may not have formal studies and qualifications, but who have clearly demonstrated an ethical, professional attitude and behaved in a manner that has allowed... Read more continue reading

OnMarket wins FinTech Australia award for ‘Excellence in Crowdfunding’

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OnMarket has been awarded the 2018 FinTech Australia award for ‘Excellence in Crowdfunding’ at last week’s Finnies Awards held in Sydney. The Finnies are Australia’s only industry-backed awards, which are supported... Read more continue reading

The unexpected outcomes of getting customer experience right

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First impressions that drive lifetime outcomes The customer experience you provide to your clients delves much deeper than the standard customer service standards. As described by customer experience firm Qualtrics,... Read more continue reading

Changes to ASIC licensing

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At a liaison meeting between ASIC and professional licensing consultants in March this year, we were warned not to expect a return to the good ol’ days of 2 month... Read more continue reading