US overtakes Australia to build biggest homes

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CommSec Home Size Trends Report Australia had been building the biggest homes in the world. But based on data commissioned by CommSec from the Australian Bureau of Statistics, Australia has... Read more continue reading

Cbus partners with Midwinter for advice over the phone

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Sydney-based financial services software company Midwinter has announced their partnership with Cbus Superannuation as technology provider for their ‘advice over the phone’ service. The new Cbus service will commence on... Read more continue reading

Digital disruption: Blockchain and the smart insurance contract

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Blockchain. It’s the financial services buzzword of the moment but what is it? What isn’t it? What might it be?  In the Fintech space alone there are a slew of... Read more continue reading

Upheaval and opportunity; Vanguard Global Adviser Survey reveals optimism in spite of common obstacles

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Despite grappling with global challenges like moving to a transparent fee-for-service model and greater regulation, financial advisers across the globe told a recent Vanguard study they were largely optimistic about the future... Read more continue reading

New rules about identifying clients involved in property transactions

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From 1 May 2016 a new set of rules came into place in various States about client identification for the purposes of registration of property dealings. The transitional period ended... Read more continue reading

FPA’s Dare to Dream Campaign – inspiring Australia to dream! (Part 2)

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As part of the recent 16th Financial Planning Week the FPA have assembled some resources about the importance of financial independence, and the benefits of a financial plan for all... Read more continue reading

Deborah Kent awarded Woman of the Year

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At Money Management’s Women in Financial Services Awards held last night in Sydney, Association of Financial Advisers (AFA) Treasurer and immediate Past President, Deborah Kent, was recognised as the pre-eminent... Read more continue reading

5 easy ways to use social media to get noticed by your prospects

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Advisers keep saying that they struggle to get noticed by their ideal prospects. Advisers also keep saying that they can’t see the point of social media. Uhhhmmm….maybe the thing they... Read more continue reading

One in four Australian workers financially stressed

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Financial stress is now a fact of life for more than one in four Australian workers who say they have low confidence in their financial position and find it difficult... Read more continue reading

InvestmentLink signs Harmonee as first data grant recipient

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InvestmentLink, Australia’s largest independent financial data source, has announced financial planning software developer Harmonee as the first recipient of the company’s data grant. The grant is designed to support emerging companies... Read more continue reading