The power of a vision: Because your future has to start somewhere

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Vision is the thing that initially drives all progress.  Somebody’s view of how something can be…will be….is the catalyst for achievement of great change. Who will ever forget  the power... Read more continue reading

Eileen Riley from Loomis Sayles named one of the top 20 female Portfolio Managers in the US

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Eileen Riley, co-portfolio manager of the Loomis Sayles Global Equity Fund, has been named one of Citywire’s top 20 female portfolio managers in the US for the second year in a row.... Read more continue reading

McGrathNicol partners with ResponSight to launch tech-enabled forensic service co-funded by AustCyber

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McGrathNicol has announced the launch of FDetect, a new technology-enabled forensic investigations and risk profiling service developed in collaboration with leading technology and analytics startup, ResponSight.  A study conducted by... Read more continue reading

Ethical obligations in a financial advice practice

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On 1 January 2020, FASEA’s code of ethics became enforceable by law, requiring advisers to comply with its 12 detailed standards. Each standard is explored in detail in FASEA’s guidance.... Read more continue reading

2020 an opportune time to refine super system

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Despite maintaining one of the most efficient and progressive retirement savings systems in the world, Australia should heed some lessons from overseas in 2020 if it’s to remain as pre-eminent... Read more continue reading

Australian couples need to work together on their finances to reduce stress, reveals MyState Bank research

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Money is driving conflict, secrets and stress among Australian couples, according to new research from MyState Bank, which is urging all Australian couples to devote more time to working together... Read more continue reading

If you’re not doing digital marketing, what are you doing?

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It’s fair to say, marketing doesn’t work the way it used to. New technology and lower-cost digital marketing channels like Social Media give businesses of all shapes and sizes easier... Read more continue reading

This is what clients value about a financial advice business

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Do you truly know what your clients value about your business? If you’ve never asked them, how can you possibly know the truth? Through the work that I do, I... Read more continue reading

Client complaints: fight it, or just fix It?

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Client complaints are a fact of life.  It is virtually impossible to run a service business where everyone is happy 100% of the time, as human beings are involved and... Read more continue reading

How understanding preventative health can help you provide better financial advice

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At present, Australians are spending well over $180 billion annually on healthcare and only 1.34% of that amount – or just over $2 billion annually – is spent on reducing... Read more continue reading