Young family is $240,000 better off with financial advice

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In a new report by one of Australia’s biggest super funds, Sunsuper has found that financial advice could help a young family enjoy more lifestyle choices and be $240,000 better... Read more continue reading
11 Oct 2017

Equity Trustees boosts oversight capability with global FinTech solution  

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Equity Trustees has adopted a technology solution to further boost its professional funds governance capability. “As Australia’s leading provider of Responsible Entity services, we know that to maintain our lead... Read more continue reading
11 Oct 2017

Financial services industry encouraged to embrace RegTech

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Industry education provider Kaplan Professional and RegTech pioneer Red Marker are encouraging licensees and organisations to ensure they are well-equipped to face increased scrutiny from the regulator. The positive reinforcement... Read more continue reading
10 Oct 2017

How to use customer information for marketing and referrals

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Organisations often want to use customer information for marketing and to pass it on to third parties with whom they have arrangements such as strategic alliances and referrals. Although it’s... Read more continue reading
09 Oct 2017

Breaking down inequality: the different sex debate

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The equality theme is highly topical in our society today. Australians will soon learn the outcome of a postal vote on same sex marriage. Leaving out the politics, the ‘postal... Read more continue reading
06 Oct 2017

The top 5 challenges for small businesses and how to overcome them

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More than 60% of small businesses in Australia fail during the first three years of establishment. Research has found that those initial three years are crucial in determining the fate... Read more continue reading
06 Oct 2017

Populism: alive and kicking

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The German Election Last June, after the “Brexit” referendum—the U.K.’s unexpected vote to leave the European Union (EU)—market participants began to worry that Brexit signaled the beginning of the end of the great... Read more continue reading
05 Oct 2017

Looking​ ​ahead – ​planning​ ​for​ ​“what’s​ ​next” ​​in​ ​advice​ ​tech

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Ignition​ ​Wealth’s​ ​Richard​ ​Liverpool​ ​looks​ ​at​ ​the​ ​future​ ​of​ ​advice​ ​tech​ ​and​ ​how​ ​advisers​ ​can ensure​ ​they​ ​stay​ ​ahead​ ​of​ ​the​ ​curve​ ​when​ ​it​ ​comes​ ​to​ ​new​ ​solutions. Technology​ ​is​... Read more continue reading
04 Oct 2017

Financial planning demands a lifelong commitment to client service beyond planner retirement says Mentor

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Buyer of Last Resort (BoLR) might be an excellent commercial life raft for the planner, but the subsequent on-sale and distribution of clients as ‘books of business’, are by far the worst... Read more continue reading
04 Oct 2017

Intergenerational Advice Part 2: building your tribe

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In the first part in this Intergenerational Advice series, we looked at the threat of not having an intergenerational advice strategy – not just for advisers but also for clients,... Read more continue reading
03 Oct 2017