Data breach reporting – are you ready?

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You’ve heard about the new data breach reporting regime, but what exactly is it and what do you need to do to comply? Effective 22 February 2018, if your business... Read more continue reading

The business case for corporate social responsibility

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There is a clear link between an organisation’s environmental and social impacts, ethical practices and quality of its corporate governance and its long-term business success. And while corporate social responsibility... Read more continue reading

Do you actually have a Strategy?

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I get it: coming up with a competitive strategy can be hard. But it is even harder if you don’t know what “strategy” is to begin with. And if you... Read more continue reading

Consumer Choice Awards – And the winners are …

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Zurich is the 2017 Consumers’ Choice, taking out the premier award in last night’s Consumer Choice Awards (the Awards), a joint initiative of the Association of Financial Advisers (AFA) and... Read more continue reading

AMP boosts LIF resource hub

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AMP has boosted its Life Insurance Framework (LIF) resource hub with the launch of a new video tutorial series and practice diagnostic tool to assist advisers in assessing and managing... Read more continue reading

Accountants get the short end of the stick – again

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Ever since the accountants’ limited licence regime was introduced, limited licensees have been at a disadvantage compared to full licensees. Red tape is unnecessarily complicated The application process for limited... Read more continue reading

Adviser Q&A: Navigating toward the advice practice of tomorrow

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At Zurich, we’ve been partnering with financial advisers for many years to help develop resources and tools, and share best practice thinking to help ensure the continued success of the... Read more continue reading

Practical, peer-based learning favoured by self-licensed advisers

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According to a survey of self-licensed businesses in the IOOF Alliances network, advisers are looking for practical tools and expertise to gain efficiencies in advice delivery, compliance and client engagement.... Read more continue reading

Macquarie opens benchmarking survey to accounting and financial services firms  

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Macquarie has announced the launch of its industry-leading 2017/18 Accounting and Financial Services Benchmarking Survey and is calling on financial planning and accounting firms to participate. The second biannual Accounting... Read more continue reading

The real cost of excessive payment surcharges

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On 1 September 2017, new restrictions were introduced that prevent businesses from passing on excessive credit card surcharges to their customers. All merchants who offer credit and debit card payment... Read more continue reading