How “personal” should your personal service be?

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It is our livelihood in many respects, yet one of the vaguest phrases we use is “personal service”.  What is a personal service is not necessarily the same as a... Read more continue reading

Electronic signatures: the cases have begun

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A director’s electronic signature placed on a guarantee without his knowledge led to court action by a company seeking recovery of a debt from the director personally. In Williams Group... Read more continue reading

Buy/sell agreements and succession planning

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Businesses who fail to plan for death or serious illness of a principal may live to regret it! Imagine this – one of your co-owners falls seriously ill and needs... Read more continue reading

Asian millennials face critical retirement finance crunch

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A new survey of Asian investors reveals that millennials in the region are at substantial risk of a cash crunch during their later years, with many expecting to carry mortgage... Read more continue reading

Mentor Education enrolments reflect positive industry response to adviser education legislation says Dr Sinclair

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Mentor Education founder and MD Dr Mark Sinclair has announced that the passing into law of the federal government’s professional standards for financial advisers’ legislation earlier this month has been... Read more continue reading

Client first – ethics in the post FOFA world

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For most people, the concept of acting in a client’s best interests, the requirement to behave fairly and ethically in the provision of financial advice, is indisputable. OpenMarkets examines the... Read more continue reading

Millennials – next gen investors

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Millennials – otherwise known as Generation Y – comprise the fastest growing segment of the Australian workforce. Although there are more than five million millennials in Australia, approximately 20% of... Read more continue reading

Fintech sector falling short on adviser-focused solutions

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To the frustration of many Australian financial advisers, the FinTech sector has not yet delivered effective tools for the financial planning industry. Most of the current activity in the sector is... Read more continue reading

2017 – the year of goals-based advice

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“Goals-based investing”: it’s a concept that’s gaining increasing currency in investment and financial planning circles and attracting more and more attention. And, when you look at its underlying precepts, how... Read more continue reading

The pyramid business and government models just don’t work says Paul Tynan

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Although the New Year is now well underway, the debate that vertical integration leads to poor quality of advice and advice that is not in the best interest of clients... Read more continue reading