An article about trust – marketing for financial advisers

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I hate to start an article off with a negative but never before has the industry rated so poorly for trust. Trust really is the cornerstone of your business and must be addressed. What is trust? How can it be measured? Trust is very much in the eye of the beholder [is that a line […]

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Why Australia should cut the small business tax rate to 20%

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Australian small businesses are being ripped off by paying one of the highest company tax rates in the world, an international business coach says. While many countries have dramatically cut their corporate tax rates in recent years, the Federal Government continues to force Australian businesses to pay a top corporate tax rate of 30 per […]

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New research reveals 80% of brokers, insurers and MGAs lack effective business intelligence tools

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According to new research by Novidea, the data-driven insurance distribution platform, 80% of the brokers, insurers and MGAs surveyed do not have effective business intelligence tools in place. One in five brokers (20%) are currently using four or more different systems to manage their day to day operations. The research also showed that many are struggling […]

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Lack of cyber-attack preparedness leaves Australian businesses vulnerable despite lift in breach notification compliance

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Despite enhanced cyber maturity, beefed up cyber budgets and improved security posture, many Australian businesses still lack the ability to act quickly and comprehensively in the face of a cyber security attack. The key take-away from accounting and professional services firm BDO in Australia’s annual Cyber Security Survey, which – in conjunction with leading cyber […]

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Earlytrade attracts AUD6 million investment to solve late payments

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Earlytrade, an Australian fintech pioneering early payment of invoices from large corporates to their suppliers, has announced the newly formed venture fund Shearwater Growth Equity has become shareholders in the business. Shearwater, whose founding partners sit on the board of ASX-listed technology giant WiseTech Global, have invested AUD2.5 million out of the total capital raised […]

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Proud to be an Adviser – Part five – Anne Graham

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I’ve always been proud to be an adviser, but it’s now more difficult than ever. Don’t get me wrong, I’m proud of my team and the work we do, but in general terms when I look back over the last 12-18 months there’s not been a lot to be proud of – on the surface […]

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Four emerging trends in insurtech

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You might think that Australia is behind the rest of the world when it comes to insurtech – but it’s not. After seeing what’s on offer in both Europe and Australia recently, I identified four key insurtech trends. 1. Data is improving insurance products Many incumbent insurers have legacy systems that hold important data. An […]

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Industry struggling with seismic shift from wealth accumulation to wealth utilisation

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A seismic shift is occurring within Australia’s investment landscape and the investment management industry is struggling to cope. Over five million Australian baby boomers (born from 1946 to 1964), more than 1 in 5 Australians, are transitioning away from full-time employment. They are increasingly reliant on their accumulated wealth to fund part or all of […]

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Work out where the real money is in your book of business

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Let’s talk about one of those elephant in the room things: not all clients are equal for a professional service firm. As human beings they might all be equal, but as clients they are not. Each client relationship has a commercial value….and a commercial cost.  Each therefore has varying profitability, and at the extremes it is […]

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Overcoming digital disruption is not just about technology

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Disruption and transformation is not all about technology. It is as much about educating leaders and empowering people to transform, says a leading not-for-profit. As recently reported in the media, many boards do not understand digital disruption and the associated need to transform well enough[1]. And not enough board members and senior executives want to […]

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