TAL supports advisers with ethics training course

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TAL, a leading Australian life insurance specialist, is running a training course to help financial advisers understand and apply the Financial Planners and Advisers Code of Ethics, which all financial advisers must comply with from 1 January 2020. Run by TAL National Technical Manager, David Glen, the ethics training course had almost 500 financial advisers attend in […]

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CPD: 5G – connecting to new investment opportunities

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5G heralds a new era in telecommunications, one that’s focused on speed and software. It’s an area of interest for Munro Partners, one of GSFM’s investment partners and manager of the Munro Global Growth Fund. In this article, the benefits of 5G are examined and the investment thesis explored. Some commentators are heralding the arrival […]

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Leaders who provide this service can increase their team’s performance and profitability

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I still remember in my very first job with one of the big accounting firms that work started at 8.45am (or earlier) and finished at 5.15pm at the earliest. Lunch was from 1pm to 2pm. And definitely not 12.59 to 2.01. And that was for everyone – not just the new kids like me. And […]

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Refinitiv report finds Asia Pacific companies to ramp-up innovation as 75% fall prey to financial crime

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Refinitiv, one of the world’s largest providers of financial markets data and infrastructure, has published its second annual financial crime report yesterday. Innovation and the fight against financial crime: How data and technology can turn the tide, one of the most comprehensive surveys of international businesses, highlights that almost three-quarters (75%) of Asia Pacific organisations […]

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Why do people trust a financial adviser?

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The word trust, according to the dictionary means ‘reliance on the integrity, strength, ability, surety, etc., of a person or thing; confidence.’ Which I believe we would all agree on. But why is it that people trust some financial advisers and perhaps not others? Is it qualifications? Is it because they are part of a particular […]

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Kaplan Professional and Deloitte aim to set the benchmark with FASEA bridging courses

Leading financial services education provider Kaplan Professional has engaged Dr Deen Sanders OAM, Deloitte leader ethics and professionalism, to help build and deliver the three bridging courses required by the Financial Adviser Standards and Ethics Authority (FASEA). The bridging courses are aligned to FASEA’s curriculum and will combine Kaplan Professional’s deep industry understanding and education […]

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If it’s too expensive then there is a value gap

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If there is one objection which continually gets professionals in a tangle it is the client who says “it’s too expensive”.  When a client says “too expensive” YOU haven’t done your job… there is a gap between the value being delivered and value being perceived by the client.  A value gap is deadly when it […]

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CPD: Importance of financial advice in a relationship breakdown

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When a couple separate with the intention of divorce, the importance of both parties seeking legal advice is well established. However, arguably it is just as vital that both members of the couple obtain financial advice including reviewing and revising their financial position and objectives and establishing a financial strategy to provide for both the […]

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Data error “hot spots” revealed – Financial institutions need to find data errors early

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The ways in which fund data can go wrong are infinite. What matters most is how early errors are detected and corrected, and how this impacts customers, says Stephen Mahoney, executive director at QMV.  “Achieving error-free investment and customer data is unrealistic, but effective measures can be put in place to reduce the incidence and […]

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TPB ups the ante on privacy consent

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Registered tax (financial) advisers have a higher obligation than other financial planners when disclosing information about their clients to third parties. This is because the Tax Practitioners Board’s (TPB) Code of Professional Conduct has more stringent requirements than the Privacy Act. How the TPB and the Privacy Act differ There are three key differences between […]

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