Financial advisers: who can you trust?

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Beddoes Institute, a data and benchmarking company that works across all major stakeholder groups in the financial services sector, has launched the Most Trusted Advisers network, including a register and... Read more continue reading

How to generate referrals when you want them

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Referral business is pure gold…it is the Holy Grail for advisers to be running a business where they are only working with referrals. Most have the problem of having to... Read more continue reading

CFA Program 2014 Pass Rates Released – 46% overall

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46% of candidates enrolled in CFA examinations this year passed the exam. Globally this equated to 54,768 candidates. 54% of Level III candidates were successful. Pending experience and membership requirements,... Read more continue reading

FEAL and T. Rowe Price Launch Personal Resilience Program For Members

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Joanna Davison Fund Executives Association Ltd (FEAL) and global asset manager T. Rowe Price have launched a National Resilience Program to foster sustainable leadership within the funds management industry. FEAL CEO Joanna... Read more continue reading

Innovators band together to provide cutting edge solutions for advisers

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Creators of the AstuteWheel, Hans Egger and Michael Topper, have partnered with other financial services innovators, The Social Adviser, Complete Client Connection, Now Sorted!, 64 Media, and PressDev, to launch... Read more continue reading

Proxy advisors enter the ASX200 gender debate

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2014 could be the year a director of a public company fails to be elected due to proxy advisors’ concerns about board diversity. As part of its analysis of gender... Read more continue reading

What do other advisers charge?

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Are you keen to understand the different types of pricing models in the market, and specifically, how much other advisers are charging for the similar types of clients that you... Read more continue reading

Leeanne Turner named FEAL Fund Executive of the Year

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Leeanne Turner, Chief Executive Officer of the Motor Trades Association of Australia Superannuation Fund (MTAA Super), has won the 2014 Fund Executive of the Year award as presented by Fund... Read more continue reading

Mindful listening – the need for advisers to connect with clients in the present moment

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At a recent financial service industry event on the need for financial advisers to engage with their clients in the present moment, President and Founder of US Based i-Impact Group... Read more continue reading

Compliance obligations for bitcoin businesses

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Bitcoin businesses should actively seek advice on whether their businesses are compliant, as there may be difficulty in applying existing Australian Financial Services (AFS) licensing laws, according to Claire Wivell... Read more continue reading