Higher qualifications are one solution…but who is going to teach the educators?

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Connect Financial Service Brokers (Connect) CEO Paul Tynan welcomes the current moves to increase the education standards, knowledge and technical skills of advisers, but asks who is going to teach... Read more continue reading

Video: The intergenerational advice challenge and solution – Part 1

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Part 1: The Challenge and the Estate Planning Solution Zurich’s recent Intergenerational Advice Masterclasses not only brought to advisers deep research, practical solutions and a process to the challenge of... Read more continue reading

Why accountants need to make a transition to the future

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The current business model for accountants is not going to work unless they adapt to the coming technological changes, says Mayflower management consultancy principal Sarah Penn and Xpress Super and... Read more continue reading

New administrative opportunity for Australia’s super industry

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A combination of new technology and industry experience have come together to launch a new investment model, Recreo Financial Technologies. “We have a good mix of technological expertise and industry... Read more continue reading

Hot business tip number 14: Get better at handling objections

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An objection is simply a client telling you they are uncertain and looking for more information to validate their decision. The key to dealing with objections is to listen carefully... Read more continue reading

Expert cautions against accumulating financial ‘holiday hangover’

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After the festive season spending, with the credit cards stretched to the max, the end of holidays means the bills come due. Now is a good time to develop a... Read more continue reading

Electronic disclosure requirements – more is needed

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A lack of consistency and tricky restrictions in regulatory requirements for electronic disclosure documents means financial planners, insurance providers, credit providers and Fintech companies should all be doing their homework... Read more continue reading

HUB24’s new interface helps an adviser’s office become mobile 

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The award winning[1] online interfaces offered by HUB24 have been refreshed to provide an even better experience for advisers and clients, and provide full functionality on most mobile devices. “Our... Read more continue reading

Zurich urges advisers to ‘accentuate the positives’ in wake of fresh sentiment research

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Zurich Financial Services Australia Limited (Zurich) is urging the financial advice profession to accentuate the positives, as new research shows adviser sentiment is at its lowest level in two and a half... Read more continue reading

Financial Planning practice “health” back to pre-GFC levels but still areas to address

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The latest Rubik Financial/Business Health Future Ready VI report* shows an overall improvement over the past two years in the “health” of Australian advisory practices, but there are still some... Read more continue reading