Licence now – or in 2019

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With less than a month until ASIC’s soft licensing deadline, only 276 limited licence applications have been submitted and only 31% of these have been granted. Some accountants are waiting... Read more continue reading

Gen X and Y reject robo-advice for face-to-face

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A new report by ING DIRECT, The truth about Gen X and Gen Y, quashes the assumption that younger generations are more likely to embrace robo-advice, with almost 80 per cent wanting... Read more continue reading

The 7 step guide to a personal skills audit

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It’s a cliché to say the world is changing. It has and also will. What’s indisputable is that the pace is getting faster. To have a thriving career as a... Read more continue reading

Afiniation crowns new kings and queens of Australiasian FinTech

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Afiniation (The FinTech Network) has announced the winners of its Melbourne Showcase following 30, seven minute FinTech demonstrations at the Grand Hyatt last Thursday. Online platform Macrovue took out the... Read more continue reading

Conflicted remuneration

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Remuneration for life risk insurance is exempt from the ban on conflicted remuneration – but not for much longer. An established link between high levels of upfront commissions and poor... Read more continue reading

Better options often overlooked by retirees that downsize in haste

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Since the release of Australian Government Productivity Commission Research Paper Housing Decisions for Older Australians in December 2015 and the more recent Actuaries Institute green paper Unlocking Housing Wealth the spotlight... Read more continue reading

Responsible managers

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Late last year, ASIC announced that it intends to apply more rigorous tests before granting AFS and credit licences. The sheer number of ASIC investigations each year – leading to... Read more continue reading

Flipchart upgrade: new diagnostic tool to drive advice advocacy and insurance literacy

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Zurich Financial Services Australia (Zurich) yesterday announced a significant upgrade to its popular Adviser Flipchart app. Australia’s first customisable, white-labelled, client-facing life insurance app will now offer its 1,300 active users... Read more continue reading

Meeting the challenge of Next Gen financial planners

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Financial advice business owners are facing a raft of challenges in dealing with the new generation of financial planners who are not only very career focused but have expectations that... Read more continue reading

Data reveals Great Australian Dream shifts from buying a home to starting a business

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As the ideas boom blooms, is the Great Australian Dream less home-ownership and more entrepreneurialism?  ASK Crowe Horwath reveals key findings. Enquiries about starting a new business and issues related... Read more continue reading