Financial advice key to financial wellbeing

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The majority of Australians don’t feel positive about their financial future and lack confidence when making decisions about their super, new research from Colonial First State (CFS) has found. CFS... Read more continue reading

Younger Australians’ equities portfolios outperforming Gen X and Baby Boomers

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Younger Australian equity investors have weathered a year of volatile economic conditions and tightening interest rates to outperform Generation X and Baby Boomers, with Gen Y and Z investors achieving... Read more continue reading

The importance of effective client meetings

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A financial adviser’s job is to guide and advise their clients on managing and maximising their finances in a way that meets the client’s objectives…it’s therefore crucial for them to... Read more continue reading

MLC Life Insurance celebrates blue ribbon award for its health and wellness program

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MLC Life Insurance has been recognised as a leader in health and wellness after taking out the top spot in Money Magazine’s 2023 Consumer Finance awards for its already award-winning Vivo... Read more continue reading

Client protection – practical ways to improve the quality of your risk profiling

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Know your client, know their true risk profile Understanding the risk profile of your clients is one of the fundamental pillars to providing advice that is in their best interests.... Read more continue reading

Pricing advice for trust, sustainability and loyalty (Part 1 – pricing framework and context)

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The importance of advice pricing It sounds obvious to say that pricing can make or break a business, but in the case of financial advice it’s a particularly pertinent issue... Read more continue reading

10 tips for ethical advice

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As well as investigating complaints, AFCA provides tools to help financial advisers meet their legal and ethical obligations when providing advice. This article, proudly sponsored by GSFM, examines some of... Read more continue reading

New scam prevention measures for Westpac customers

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Westpac has announced new digital payment security features to help combat scam losses. In an Australian banking first, Westpac will integrate its sophisticated fraud detection systems with its digital payment... Read more continue reading

LAB Group integrates with IDVerse to enhance digital ID verification

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LAB Group, a leading international RegTech and Australia’s best-connected onboarding provider, is pleased to announce that it has delivered a new integration with identity verification specialist IDVerse. LAB Group’s new... Read more continue reading

Seven in 10 homeowners with a fixed-rate loan don’t know what their variable rate will be

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New national research from AMP Bank has found that 7 in 10 (69%) homeowners with a fixed home loan component don’t know the variable revert rate they would roll onto.... Read more continue reading