Grow great people if you want to grow a great business

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It is terribly simplified of course, but if you want to grow a great business then you need to grow some great people at some point in the process.  If... 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

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

Push to simplify financial statements is a bonus for businesses

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The global push to simplify financial statements is gathering momentum, and those preparing accounts should take the opportunity to conduct their own “decluttering” process, says Crowe Horwath’s Audit Technical Director... Read more continue reading

Financial advisers’ problem? Offering to do too much

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Despite a couple of decades of positioning, developing and improving technical knowledge and qualifications, many financial professionals are struggling to get enough clients to engage in holistic planning. We need... Read more continue reading

SuiteBox wins global KPMG Fintech Innovation Challenge

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Auckland and Sydney-based technology company SuiteBox has won global recognition by taking out the Mobile Category in the KPMG Fintech Innovation Challenge, organised by Matchi. The global challenge aims to... Read more continue reading

The 9 building blocks of a business which will stand the test of time

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Anybody who has had the privilege of seeing the Great Pyramids up close will recall how perfectly symmetrical and “in balance” they are from a distance as you approach them.... Read more continue reading

Advice industry won’t be alone in dealing with change in 2016 and beyond

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As another year comes to an end, Connect Financial Service Brokers (Connect) CEO Paul Tynan strongly recommends advisers to quickly forget about the ‘good old days’, FoFA and the Life... Read more continue reading

ASIC finds professional indemnity insurance for financial advisers stable and available but gaps exist

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The market for professional indemnity (PI) insurance in Australia for financial advisers is stable and generally available, but gaps exist between what ASIC expects and some of the insurance products... Read more continue reading

AMP Capital an early adopter of new compliance standards

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AMP Capital has transitioned the first of its retail products to the new regulatory  regime under the Financial Markets Conduct Act 2013 (FMC Act) a year ahead of  the required... Read more continue reading