The art of the password

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Our top tips for password management within Advice businesses When it comes to cyber security, the password is the topic de jour. Everyone knows that a password is the most common mechanism to provide authentication. Positively, unlike facial and fingerprint recognition, passwords can be changed. However, the problem with “the password” is through 20 years […]

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The art of giving suitable advice

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The most challenging area of financial advice which is subject to perpetual testing is the question of “suitability”.  WHY was a particular piece of advice appropriate for a particular client? What factors were considered, or even discarded, that led to a particular recommendation as being the right advice? It is an area that holds the […]

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Mentor’s first real estate course a success attracting career aspirants & property advisory professionals

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The success and feedback of students in Mentor Education Group’s (Mentor) inaugural Real Estate Agents Representative Course (Victoria) has reaffirmed the national RTO’s opinion that property will continue to attract career aspirants as well as professional financial advisory practitioners seeking to position themselves for the future beyond the Royal Commission and FASEA said Mentor founder and […]

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Synchron responds to FASEA CPD standard

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On first reading, Synchron cautiously supports the latest approach to Continuing Professional Development (CPD) put forward by the Financial Adviser Standards and Ethics Authority (FASEA), which was recently released for consultation via a legislative instrument. Synchron Director, John Prossor said, “While we have yet to examine it in detail, on face value it appears reasonable. The increase in CPD […]

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Will Australians trust startups with their money as the cashless economy takes hold? 

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F5 Networks has announced new research showcasing that while Australians are moving towards a cashless economy, they remain divided when it comes to the future of payments. The study, The Changing Face of Payments & The Rise of the Cashless Economy, revealed over a third (34%) of Australians wouldn’t trust a startup with their money despite 58% of people using digital […]

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Annual reviews the key to client and business success

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While an annual review with an adviser is essential to ensuring clients understand their life insurance, and it’s what they’re asking for, only half of advisers are doing regular reviews, according to a new report by MetLife Australia. The MetLife Adviser-Client Relationship Report 2018 examined consumer and small to medium enterprises (SMEs) attitudes to purchasing life insurance […]

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Understanding super no longer optional for advisers

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Financial advisers are now able to access investment research, encompassing clients’ whole of life needs, with the announcement by Lonsec of the inclusion of superannuation fund research in its iRate platform. The research is provided by SuperRatings, Lonsec’s specialist superannuation product research team, which has provided in-depth superannuation fund benchmarking and research for over 20 […]

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Survey finds employees believe they are the best source of innovation

IdeaSpies Enterprise, a platform for ideas that will improve business performance, yesterday revealed the results of an Employee Innovation Survey. The purpose of the survey was to determine if employees have a voice in helping their organisations succeed. Innovation was defined simply in the survey as “implementation of ideas that add value”. There are many […]

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Customers identify superior life insurance companies

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The Association of Financial Advisers (AFA) and the Beddoes Institute will reveal the life insurance companies that delivered superior product, service and claims experiences over the past year, according to life insurance customers themselves at the annual Consumer Choice Awards (the Awards) this week. The Awards are based on the findings of the 2018 Beddoes […]

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Who better to help curate the best business advice for you, than you?

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Advisory Summit Fiji is an adviser-focused forum led by pioneering practitioners and captivating key speakers. Wholly impartial, Advisory Summit Fiji will immerse you in a liberating educational experience that will enable you to evolve your best business practice in 2019. Crafted by an eclectic and highly attuned team, Advisory Summit Fiji is an opportunity for […]

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