Award hat trick for Aon Risk Solutions Australia

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Aon Risk Solutions Australia named ‘Large Broker of the Year’ for the third year in a row at Australian Insurance Industry Awards For the third year in a row, Aon... Read more continue reading

Financial advisers: who can you trust?

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Beddoes Institute, a data and benchmarking company that works across all major stakeholder groups in the financial services sector, has launched the Most Trusted Advisers network, including a register and... Read more continue reading

How to generate referrals when you want them

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Referral business is pure gold…it is the Holy Grail for advisers to be running a business where they are only working with referrals. Most have the problem of having to... Read more continue reading

Back to basics in fashion as investors flock to learn about budgeting 

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Australians are going online more and more to learn about how to take charge of their own finances, says Fiona Parker, General Manager of Wealth Know How, Australia’s fastest growing... Read more continue reading

Should pocket money be entitled or earned?

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Over half of Aussie kids work for their pocket money Most parents link pocket money to good behaviour or help given More than a quarter of children don’t receive pocket... Read more continue reading

CFA Program 2014 Pass Rates Released – 46% overall

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46% of candidates enrolled in CFA examinations this year passed the exam. Globally this equated to 54,768 candidates. 54% of Level III candidates were successful. Pending experience and membership requirements,... Read more continue reading

Planners have greater freedom of platform choice: Planner Technology Report

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Key findings: Planners have greater freedom of platform choice in 2014 Platform satisfaction is at an eleven year high, but planners’ loyalty should not be taken for granted netwealth has... Read more continue reading

FEAL and T. Rowe Price Launch Personal Resilience Program For Members

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Joanna Davison Fund Executives Association Ltd (FEAL) and global asset manager T. Rowe Price have launched a National Resilience Program to foster sustainable leadership within the funds management industry. FEAL CEO Joanna... Read more continue reading

Innovators band together to provide cutting edge solutions for advisers

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Creators of the AstuteWheel, Hans Egger and Michael Topper, have partnered with other financial services innovators, The Social Adviser, Complete Client Connection, Now Sorted!, 64 Media, and PressDev, to launch... Read more continue reading

Proxy advisors enter the ASX200 gender debate

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2014 could be the year a director of a public company fails to be elected due to proxy advisors’ concerns about board diversity. As part of its analysis of gender... Read more continue reading