Aussies’ awareness of changes impacting credit health still a work in progress

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Research from credit information website, CreditSmart.org.au, has revealed that one year on from the adoption of Comprehensive Credit Reporting (CCR), most Australian consumers are still unaware of the changes that... Read more continue reading

How to create a MORE effective client report

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The typical financial planning report or statement of advice produced for clients is ineffective. Being effective means getting the key points across as quickly and as simply as possible, so that... Read more continue reading

Pendal appoints Machine Learning expert for Fixed Income

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Pendal, one of Australia’s largest and most enduring pure investment managers, has made its first appointment of a dedicated Machine Learning Quantitative Analyst in its Bond, Income & Defensive Strategies... Read more continue reading

AstuteWheel expands Fintech with Regtech

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Client engagement solution, AstuteWheel, is celebrating its seventh birthday with the launch of third generation software that includes a regtech solution for financial planners. AstuteWheel Managing Director, Hans Egger, says... Read more continue reading

The silent disruption of the accounting industry

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Amidst the protest of taxi drivers against ride-sharing, the headlines of more manufacturing companies closing and uproar over telecommunications jobs moving overseas, the mature accounting industry is quietly undergoing a... Read more continue reading

Zurich LiveWell program empowers and rewards customers

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Zurich has unveiled a new wellness program – LiveWell – designed to empower and reward life insurance customers who take steps to improve and maintain their physical and mental wellness.... Read more continue reading

3 reasons why you aren’t receiving more client referrals

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We all know that the ideal client is likely to be introduced to your business through someone else whether that is a family member, friend, co-worker or a trusted professional... Read more continue reading

Labor needs to rethink LRBA ban

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The Labor Party has been urged to rethink its policy of banning Limited Recourse Borrowing Arrangements (LRBAs) in the wake of its electoral defeat on 18 May. Jonathan Street, CEO... Read more continue reading

The ‘safe harbour’ law is failing to protect Evans Dixon investors. What does this conflict mean for others?

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A feature in the recent AFR highlights the failure of the Hayne Royal Commission to address the loopholes in the ‘Safe Harbour’ law. Criticism of Evans Dixon’s heavy promotion of its own URF (US... Read more continue reading

Kaplan Professional receives FASEA approval for Graduate Diploma of Financial Planning

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Leading education provider Kaplan Professional has announced they have received approval from the Financial Adviser Standards and Ethics Authority (FASEA) for the Graduate Diploma of Financial Planning and bridging courses... Read more continue reading