Accountants get the short end of the stick – again

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Ever since the accountants’ limited licence regime was introduced, limited licensees have been at a disadvantage compared to full licensees. Red tape is unnecessarily complicated The application process for limited... Read more continue reading

The powerful marketing tool that you use every day, but hardly use for marketing. But should!

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The most powerful marketing tool most professionals have is the one they use hundreds of times each day, but which they usually do not do any marketing with: email. Love it... Read more continue reading

Adviser Q&A: Navigating toward the advice practice of tomorrow

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At Zurich, we’ve been partnering with financial advisers for many years to help develop resources and tools, and share best practice thinking to help ensure the continued success of the... Read more continue reading

Face ID available to Bett3r and My AMP customers

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Customers of AMP’s Bett3r and My AMP wealth management apps can securely log-in to their accounts on Apple’s iPhone X using facial recognition technology. The functionality follows early adoption of... Read more continue reading

Practical, peer-based learning favoured by self-licensed advisers

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According to a survey of self-licensed businesses in the IOOF Alliances network, advisers are looking for practical tools and expertise to gain efficiencies in advice delivery, compliance and client engagement.... Read more continue reading

Macquarie opens benchmarking survey to accounting and financial services firms  

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Macquarie has announced the launch of its industry-leading 2017/18 Accounting and Financial Services Benchmarking Survey and is calling on financial planning and accounting firms to participate. The second biannual Accounting... Read more continue reading

The real cost of excessive payment surcharges

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On 1 September 2017, new restrictions were introduced that prevent businesses from passing on excessive credit card surcharges to their customers. All merchants who offer credit and debit card payment... Read more continue reading

ANZ Wealth prepares advisers for Life Insurance Framework (LIF) reforms

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ANZ Wealth have announced the launch of its new online LIF Hub, supporting advisers to prepare for the LIF reforms in force from 1 January 2018. The hub provides clear... Read more continue reading

Dover delivers new digital workspace technology to its adviser network, partners with SuiteBox

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Fast growing privately owned Dealer Group, Dover Financial Advisers, has partnered with video workspace software firm SuiteBox to deliver cutting edge video meeting, collaboration and digital signing technology to its... Read more continue reading

Overcoming the challenges that hold back new AFSLs  

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There is growing interest amongst financial planners in establishing their own financial services licence (AFSL) but many are held back by concerns that there is little information or support available... Read more continue reading