Crowdfunding – democratising finance through technology

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In April 2015, Business Insider ran a story ‘A crowdfunding revolution is coming to Australia’[1]. That revolution has not only arrived, it is well established and growing exponentially. In this... Read more continue reading

The customer is NOT king

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The mantra of “customer is king” is rubbish.  And I keep hearing it from professionals as if it were a commandment which, if breached, will send you straight to hell.... Read more continue reading

The changing face of the Australian retail investor – ASX Australian Investor Study 2017

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More than one in three adults in Australia have investments in shares or other ‘on-exchange investments’ outside of institutional superannuation, beating investment property and cash savings as the most popular... Read more continue reading

Six tips to help protect your business from the latest global cyber security breach

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Over the weekend, you may have read or heard about the global “ransom-ware” cyber-attack that has hit over 150 countries. Our industry is in not immune to what has happened... Read more continue reading

Lifting the lid on pricing financial advice

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Like anyone that has nurtured and worked tirelessly to produce an in-depth research report, yesterday’s announcement of the launch of the Adviser Pricing Models 4th Edition Research Report puts to bed... Read more continue reading

ACSA ramps up strategy and Board structure for 2017

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The Australian Custodial Services Association (ACSA), the peak industry body representing members of Australia’s custodial sector held its member event in Sydney last week, announcing a number of strategic initiatives... Read more continue reading

This 1 thing could lose you more than 50% of your clients

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For just about any practitioner to lose 56% of their clients in a year would be a disaster.  It is enough to jeopardise a practice entirely of course, but even... Read more continue reading

Taking five with our latest industry leaders: What has shaped your advice philosophy?

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It’s said that major life events influence the core behaviours that affect the financial decisions we make for the rest of our lives. For financial advisers, this is no different.... Read more continue reading

ANZ Wealth introduces data feeds to OneCare Illustrator quoting software, saving advisers’ time

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ANZ Wealth have announced the introduction of data feeds from integrated financial planning software, IRESS XPLAN to OneCare’s quoting software to save its financial advisors time. The new data feeds will... Read more continue reading

Is AI heralding the advice business of the future?

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Imagine that time travel is possible. Take a trip back to the late 1700s – a time when the world was just starting to emerge from a permanent power blackout.... Read more continue reading