Business Excellence

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Barry Lambert predicts 2017 the “Year of the Robo”

Digital financial advice is poised for rapid uptake in Australia, with 2017 set to be the year when professional financial businesses adopt ‘robo-advice’ as an essential element of their client... Read more continue reading

22 Nov 2016

IOOF launches new adviser portal with superior functionality

From IOOF

This week IOOF launches a brand new online experience for advisers using IOOF Employer Super. “Intense research and development has created a strong point of difference over our peers in... Read more continue reading

22 Nov 2016

…so, which urgent and important person comes first?

From Tony Vidler - Adviser to the Advisers

The classic urgent AND important dilemma: your best client is on the phone talking to you. An incoming call from your top Centre-of-Influence comes in while talking to your best... Read more continue reading

21 Nov 2016

New tough approach to licensing

From The Fold Legal

ASIC is now taking a tougher approach on AFS and ACL licence applications – they’re refusing to accept applications for lodgement if they don’t contain all the required material and... Read more continue reading

18 Nov 2016

Ground-breaking research shows that ‘entitlement’ is key corporate culture killer

From Pulse Australasia

Employee focus on individual needs at the expense of collaborative achievement is the single biggest handbrake on organizational performance, according to analysis of more than one billion pieces of research... Read more continue reading

15 Nov 2016

FinTech zeitgeist opens door to exchange traded fixed income

From OpenMarkets

Fixed income investments have long held a central role in a diversified portfolio. Whether government or corporate bonds, or shorter-dated bank bills, fixed income is an important source of income... Read more continue reading

14 Nov 2016

Political revolution hits America

Much like the BREXIT vote, which seemed doomed at the end by the assassination of a key “Remain” politician that was deemed to make many “Leave” voters think their movement... Read more continue reading

11 Nov 2016

Adviser Network to launch game changing super consolidation tool

From Adviser Network

The ATO has released figures indicating a 30% growth in unclaimed superannuation in the past two years and this trend looks set to continue unless super funds find ways to... Read more continue reading

10 Nov 2016

Cyber health check for ASX 100 companies

From ASX - Australian Stock Exchange

ASX and ASIC have invited the 100 largest ASX-listed companies to participate in the ASX 100 Cyber Health Check, a survey to benchmark the levels of cyber security awareness, capability... Read more continue reading

10 Nov 2016

FinTechs to be swallowed up by big 4, no threat

From Yell

Key operators in financial services are confident financial technology is a positive for the industry and over two-thirds believe fintech start-ups pose little threat to established players, a new survey... Read more continue reading

09 Nov 2016

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CPD: The structural advantage of US middle market private credit
Private credit has moved from a niche institutional allocation to a mainstream component of modern portfolio construction. It offers advisers a compelling way to enhance income, diversification and portfolio resilience. [...]
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We are currently witnessing one of the most significant demographic transformations in Australia’s history. Over the next decade, an estimated 2.5 million Australians are expected to enter retirement[1]. This article, [...]
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Trend following strategies aim to generate returns by capturing sustained price movements across a diverse range of asset classes. Unlike traditional investment approaches that rely on valuation or forecasting, trend [...]
CPD: Aged care advice and ethics
Data from the Australian Institute of Health and Welfare (AIHW) shows that Australia’s population aged 65 and over is projected to reach 22% – or 8.8 million people – by [...]