The story that has to be told

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(So what happens when you can’t pay the bills?) I want to share the story of Peter. But his story is so raw and personal that Peter is not his... Read more continue reading

Industry will again get sale, mergers & acquisitions wrong in 2014

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Irrespective of the countless articles that have been written and published on strategies to ensure that sales, mergers and acquisitions are successful and realise their potential, Connect Financial Service Brokers (Connect) CEO... Read more continue reading

Less heat in FOFA, employee numbers static, focus on training – results of the SLICE survey

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FOFA The inaugural SLICE financial planning survey has revealed that only 9% of respondents thought that the introduction of FOFA has negatively impacted on their business growth in terms of... Read more continue reading

New study highlights significant gap between perception and practice of ethical behaviour in financial services

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Addressing culture must be a top priority for creating a resilient and trustworthy financial services industry A study released yesterday by the Economist Intelligence Unit and sponsored by CFA Institute... Read more continue reading

Launch of succession planning book welcomed but lack of exit & retirement preparedness by SMEs Concerns Author

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The recently launched book Enjoy It-Business Succession & Exit Planning by author Craig West, Succession Plus Pty Ltd Founder and CEO, President of the Australian Chapter of Exit Planning Institute (EPI) has... Read more continue reading

A bird in the hand….is worth plenty!

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There is an old proverb: A bird in the hand is worth two in the bush…and it would appear that this is especially true when it comes to keeping your own... Read more continue reading

Actuate: progressive AFSLs will reap rewards

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Despite ever-changing regulatory environments, Australians will always need financial advice and the future for Australian Financial Services Licensees (AFSLs) that are moving with the times is therefore bright, according to... Read more continue reading

Argyle & My Dealer Services to provide compliance service for AIOFP

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Speaking at the Association of Independently Owned Financial Professionals (AIOFP) national conference in Hobart Tasmania, Executive Director Peter Johnston announced the launch of a compliance service for the Association’s membership... Read more continue reading

Dare to disagree – equities manager warns of the dangers of groupthink

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Fear of expressing views at odds with the group could be causing some fund managers to ignore information which could lead to better investment decisions. This is the view of... Read more continue reading

ASIC set to burn the churn

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The Australian Securities and Investments Commission (ASIC) will analyse life company records in order to find advisers who churn, according to Claire Wivell Plater, Managing Director of The Fold Legal.... Read more continue reading