Wellbeing is central to workplace benefits in 2017: MetLife

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Workplace wellbeing looks set to remain a key ingredient of employee benefits packages in 2017 and beyond. In its latest research, MetLife Australia found employers are recognising that the right... Read more continue reading

How to reach the “common client”

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I reckon our household is pretty common really. We are probably what could be called a pretty “common client”. It’s a pretty common target market for most professional services, and... Read more continue reading

Sentry Advice 2016 Excellence Awards winners

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Leading financial services advice licensee Sentry has announced the winners of its 2016 Excellence Awards. Each calendar year Sentry recognises outstanding performance within its Australia-wide network of member practices and... Read more continue reading

PIMCO wins Morningstar Australia Fixed Interest Fund Manager of the Year Award for the third consecutive year

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PIMCO is the winner of the Australian Morningstar Fixed Interest Fund Manager of the Year Award for the third consecutive year as it continues to achieve “excellent results across several... Read more continue reading

BT Financial Group is 2016 AFA/SI Life Company of the Year

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BT Financial Group (BT) is the Association of Financial Advisers (AFA) and Strategic Insight (SI) Life Company of the Year for the second year running. BT, which also took out... Read more continue reading

Zurich recognised for its diverse and inclusive workplace

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Zurich Financial Services Australia (Zurich) is proud to announce it has received Economic Dividends for Gender Equality (EDGE) Certification in Australia, underlying Zurich’s ongoing commitment to providing a diverse and... Read more continue reading

How “personal” should your personal service be?

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It is our livelihood in many respects, yet one of the vaguest phrases we use is “personal service”.  What is a personal service is not necessarily the same as a... Read more continue reading

Electronic signatures: the cases have begun

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A director’s electronic signature placed on a guarantee without his knowledge led to court action by a company seeking recovery of a debt from the director personally. In Williams Group... Read more continue reading

Buy/sell agreements and succession planning

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Businesses who fail to plan for death or serious illness of a principal may live to regret it! Imagine this – one of your co-owners falls seriously ill and needs... Read more continue reading

Mentor Education enrolments reflect positive industry response to adviser education legislation says Dr Sinclair

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Mentor Education founder and MD Dr Mark Sinclair has announced that the passing into law of the federal government’s professional standards for financial advisers’ legislation earlier this month has been... Read more continue reading