More homeowners take action to cushion rates impact, improve financial position  

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New research released by AMP Bank has confirmed that while an increasing number of Australian mortgage holders are concerned about rising interest rates, the majority are taking positive steps now... Read more continue reading

Asendium collaborates with UTS Master of Financial Planning Course

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Asendium, a tech-disruptor of the Financial Planning industry, is pleased to announce its collaboration with the University of Technology Sydney (UTS) to provide UTS’ Master of Financial Planning students with... Read more continue reading

Client conversations – talking about bear markets

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When navigating uncertain environments, many clients simply want to have human, calming, effective conversations with their financial adviser. This article, proudly sponsored by Russell Investments, provides advisers with strategies to... Read more continue reading

Elula hires Paul Goodall as Head of Data Science

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Elula, Australia’s leading AI-software company serving the financial services sector, is pleased to announce the hiring of Paul Goodall as Head of Data Science. Goodall has more than 15 years... Read more continue reading

New breach reporting obligations – a practical guide to understanding and complying

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In October 2022, ASIC released a report examining the first 9 months of the Reportable Situations (more commonly referred to as Breach Reporting) regime[1]. The main outtake from this report... Read more continue reading

Ethical standards – a review (Part two)

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The Code of Ethics became law on 1 January 2020 to ensure best practice across Australia’s financial advice providers. In this article, proudly sponsored by GSFM, standards seven to twelve... Read more continue reading

Client and business referrals – a new framework for success

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Introduction Inbound and outbound referrals feature prominently in the day-to-day running of every financial advice practice.  Associated with referrals – even informal, word-of-mouth recommendations – are a complex array of... Read more continue reading

Wanted: startups looking to collaborate with Zurich on the future of insurance

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Innovation through collaboration remains the name of the game as Zurich Insurance Group (Zurich) launches the fourth edition of the Zurich Innovation Championship – the largest global open innovation contest... Read more continue reading

Only 27 per cent of property investors are female

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New research has highlighted the disparity between property investor genders with only 27 per cent of women indicating they own investment property. The 2022 PIPA Annual Investor Sentiment Survey asked... Read more continue reading

Orphan clients’ evolving into a consumer crisis – over regulation and industry self-interest the cause

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The financial services industry dilemma of having sufficient resources and advice practitioners to service the needs of orphan customers is not a new story, it’s a crisis that has been... Read more continue reading