You are probably closer to being “An Authority” than you realise

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If you have bought into the key concept of providing good quality content, or information, to prospects in order to engage them until they are ready to use your services, the... Read more continue reading

Licence now – or in 2019

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With less than a month until ASIC’s soft licensing deadline, only 276 limited licence applications have been submitted and only 31% of these have been granted. Some accountants are waiting... Read more continue reading

Conflicted remuneration

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Remuneration for life risk insurance is exempt from the ban on conflicted remuneration – but not for much longer. An established link between high levels of upfront commissions and poor... Read more continue reading

Responsible managers

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Late last year, ASIC announced that it intends to apply more rigorous tests before granting AFS and credit licences. The sheer number of ASIC investigations each year – leading to... Read more continue reading

Meeting the challenge of Next Gen financial planners

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Financial advice business owners are facing a raft of challenges in dealing with the new generation of financial planners who are not only very career focused but have expectations that... Read more continue reading

Who are the best financial advisers?

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Beddoes Institute has announced the 2015 winners and finalists of its inaugural Most Trusted Adviser Network (MTA) Awards, recognising the best of the best MTA advisers and advice practices, as... Read more continue reading

2016 Financial Planning Remuneration Trends Survey results

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The Dawson Partnership Financial Planning Remuneration Trends Survey canvasses a broad range of institutional and independently owned financial planning companies that are surveyed on an annual basis. Respondents are located... Read more continue reading

Digital disruption to hit accountants hard: GPS Wealth

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Digital disruption is transforming the accounting industry, scaling back the traditional “hackwork” done by practitioners and will ultimately drive an increasing number to get qualified and licensed to provide a... Read more continue reading

Focus on financial advice qualifications an overdue step; but beware, all degrees are not equal

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Australia’s largest privately-owned financial services training company has welcomed the Federal Government’s focus on enhanced academic qualifications but is concerned that exemptions for so-called ‘degree-equivalents’ potentially undermines the aim of... Read more continue reading

Finametrica wins award for Best Risk Profiling Solution at US Family Wealth Report 2016

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FinaMetrica has been crowned ‘Best Risk Profiling Solution’ at the 3rd Family Wealth Report Awards 2016. The independently owned Australian-based business says the award is a much appreciated confirmation that... Read more continue reading