Finalists announced for 2018 Australian Insurance Industry Awards

From

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​

From

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

From

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?

From

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’

From

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

From

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

From

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

Quay wins global property award

From

Quay Global Investors has been awarded the 2018 Money Management/Lonsec Fund Manager of the Year Global Property Securities Award for its Quay Global Real Estate Fund. Quay was launched in... Read more continue reading

BAEP wins Australian large cap equities award

From

Bennelong Australian Equity Partners (BAEP) has taken out the 2018 Money Management/Lonsec Fund Manager of the Year Award for the best Australian Large Cap Equities Fund. The award-winning fund, the... Read more continue reading

Should advisers be selling coffee instead of client service?

From

Do you remember when petrol stations competed on client service? Fundamentally they were all selling the same basic commodity, at about the same price, to anyone who drove up. That... Read more continue reading