Lonsec award winners bring new thinking to wealth sector

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Lonsec last night announced the winners of the annual Lonsec Awards, which recognise the major innovators and industry leaders who are shaping the future of Australia’s wealth creation sector. Altius... Read more continue reading

How storytelling can help you get more clients. And that’s no fairy tale!

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As a financial planner, you probably think storytelling has provenance in parents tucking their kids into bed. Or perhaps you assume it’s a polite way of describing unethical spin-doctoring. Either... Read more continue reading

Life commissions and ostriches

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The volume of noise emanating from the vocal group of life advisers who seem to believe they can push back the tide on life commissions caps is a truly remarkable... Read more continue reading

Objectives-based advice: revolution or fad?

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It may come as a surprise to investors that financial advice has historically tended to have little relationship to their goals. Rather, it has had much more to do with... Read more continue reading

Mason Stevens breaks down the ASIC MDA Class Order revisions and what it means for advisers

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In light of the long awaited revised ASIC Managed Discretionary Accounts (MDA) Regulatory Guide (the Guide), ASIC has come to recognise that Managed Accounts can operate in many different ways. In... Read more continue reading

Lonsec Awards 2016 nominees announced

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Lonsec Awards to Recognise Leaders in Australia’s Wealth Creation Sector Lonsec has announced the finalists for the Lonsec Awards 2016, which recognise the major innovators and industry leaders who are... Read more continue reading

Vision: Because your future has to start somewhere

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Vision is the thing that initially drives all progress. Somebody’s view of how something can be…will be….is the catalyst for achievement of great change. Who will ever forget  the power... Read more continue reading

Oracle names Suitebox as platform innovation winner

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SuiteBox, the mobile office solution for professionals, has been honoured with a Cloud Platform Innovation Award. SuiteBox was named as a winner at Oracle OpenWorld in San Francisco on Tuesday... Read more continue reading

Sue Viskovic launches new book on valuing and pricing your services to build a profitable business

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One of the biggest disruptors facing advisers who provide risk insurance advice is the Life Insurance Framework. This proposed legislation has disturbed a great number of advisers and cast light... Read more continue reading

The rising popularity of podcasts, what to listen to and how to get your voice heard

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One of the fastest-growing sectors of this economy is podcasts. Quite simple in nature, the digital audio files which are downloadable from the internet have been around since the mid-2000s,... Read more continue reading