Increasing regulatory and legislative change Australia’s new number one business concern – Aon’s Australasian Risk Survey

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Call for companies to adapt, innovate and proactively manage the changing risk landscape Regulatory and legislative change has assumed the prime position as the leading risk for Australian and New... Read more continue reading

Opportunity for advisers in Limited MDA Platforms

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With the Australian Securities and Investments Commission (ASIC)’s 2013 proposal to change requirements around limited managed discretionary account (MDA) platforms appearing to be on hold for some considerable time, the... Read more continue reading

Legg Mason’s global investment survey: future generations face challenges to wealth

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The majority of Australian investors believe the investment environment facing their younger counterparts will be more difficult, according to Legg Mason’s 2014 Global Investment Survey. The survey, which looked at... Read more continue reading

Advice group in fight to boost financial literacy



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A leading financial planning firm has joined the Australian government in the fight to boost the financial literacy of Australians, as the Australian Securities and Investments Commission prepares to release... Read more continue reading

Slice 2 Survey results: planners have their say

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The aim of the SLICE survey is to provide financial planning practices with an opportunity to share their views and insights with their peers and build an understanding of the... Read more continue reading

Certitude Global appoints Link as service registry provider

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Certitude Global Investments (Certitude) has awarded Link Market Services (Link), a leading share registry and financial services provider in Australia and New Zealand, the contract to provide managed fund registry services... Read more continue reading

Lifeplan Financial Advice Satisfaction Index hits all time high

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Investor satisfaction with financial advisers is at its highest level since the inception of the Lifeplan ICFS Financial Advice Satisfaction Index in 2007, according to the April 2014 survey results.... Read more continue reading

OneVue provides opportunity to industry funds

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OneVue has opened the lines of communication between it and industry funds following comments that OneVue’s customised wealth management interface could create a competitive advantage in the prevention of members... Read more continue reading

Hot business tip number 9: Set up a Board of Advice

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Typically, more than 80% of shortlisted practices in the Adviser of the Year Award use a Board of Advice (BoA). But whilst the objectives of establishing a BoA are generally... Read more continue reading

The key to innovation: listening to customers

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One of the most successful companies in Australian manufacturing that has been operating since 1932 provided a great business lesson on the weekend, that revealed their secret to innovation in... Read more continue reading