Government accelerates decline of planners and accountants – economy employment and consumers suffer 

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The growing calls for government to stop interfering, over-regulating and irreparably harming the important financial planning and accounting sectors continues to fall on deaf ears with the economy, employment and... Read more continue reading

Advisers demanding more from technology and platform providers

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The expectations from financial advisers on the ability for software and platform providers to act transparently and with integrity has substantially increased since the release of the Hayne Royal Commission... Read more continue reading

Why leaders must learn to connect to improve engagement

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The ability to build trust, engagement and connection is now a critical skill at the leadership level. A day in the life of a leader comprises many management tasks: overseeing... Read more continue reading

Confusion around credit reports rife among Aussie consumers

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Australians are still confused about what goes into their credit report, despite it being an important record of their credit health, according to research by consumer education website, CreditSmart. The CreditSmart... Read more continue reading

12 Reasons clients maintain an ongoing relationship with Financial Advisers

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In one of my previous articles, I talked about what clients value about a financial adviser. It was evidence-based meaning it was taken from the research I have conducted for... Read more continue reading

Deal trends: Warranties and indemnities in the sale of financial advice portfolios

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The sale of financial advice portfolios is on the rise and both buyers and sellers are finding new ways to allocate risk. In this post, we put the current deal... Read more continue reading

‘Growth’ and ‘defensive’ labels don’t tell advisers what they need to know

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Financial advisers must have a thorough understanding of where superannuation products allocate funds rather than relying on labels to make recommendations, according to leading research house Lonsec. There has been... Read more continue reading

Creating a sustainable future: Grameen’s model is not a hand-out, but a hand-up

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An executive high-flyer who spent her first years on the poverty-stricken streets of Manila has told how she walked away from corporate life – as she felt like a fraud.... Read more continue reading

Six in 10 Australians say their mood negatively impacts their savings habits

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Boredom and ‘bad days’ are among the biggest savings roadblocks for Australians, along with social media influencers, peer pressure from friends, and Buy Now, Pay Later services according to new... Read more continue reading

The Banking and Finance Royal Commission: Will this time be different?

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The imputations of Commissioner Kenneth Hayne’s final report on the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry were blistering. The Banking and Finance industry are led... Read more continue reading