Report reveals surge in fraud as digital transactions dominate the global marketplace

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LexisNexis® Risk Solutions released the results of its first Global State of Fraud and Identity Report, exploring research and insights from industry experts on recent statistics and trends from our industry-recognised... Read more continue reading

Congratulations you’ve got your own AFSL – now what?

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Increasing regulation of financial services has seen a trend of businesses seeking to become self-licensed through getting their own Australian Financial Services licence (AFSL). While speculation that ASIC may impose... Read more continue reading

Exit ahead – Increasing succession value through a more client-centred approach

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“Demography is destiny.” This expression, frequently attributed to French philosopher Auguste Comte, succinctly summarises the inevitability of ageing and all that it brings. In a financial advice context, where the... Read more continue reading

The value of a Financial Adviser – Part 2

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The value of financial advisers – and the advice they dispense – can be challenging to quantify but for the majority of clients, is highly valued. This is particularly so... Read more continue reading

Managing the risks of virtual client meetings – a consumer protection perspective

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Necessity – as the saying goes – is the mother of invention, and one of the many legacies of COVID will be the extent to which it massively accelerated the... Read more continue reading

Westpac joins collective of industry experts backing responsible use of AI

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Westpac has announced it will become one of six founding members forming a consortium of businesses promoting the adoption of artificial intelligence (AI) within financial services. The UNSW AI Fintech... Read more continue reading

Monetary policy, wages and Australian economic “exceptionalism”

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One has to feel a little bit of sympathy for RBA Governor Philip Lowe. Some straightforward and economically incontestable commentary regarding wage growth and inflation and the desirability of linking... Read more continue reading

Advisers given new tools to counter the rise in cyber attacks

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Released last week, during a webinar hosted by HUB24 for financial advisers, Founder of The Cyber Collective Fraser Jack shares his top tips on what advisers should do to help... Read more continue reading

Focus on what matters most to succeed

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Focus. It is one of the most noticeable differences between those who are successful, and those who are frustrated.  The ability to focus on what matters most is often what... Read more continue reading

Ready or not: How to prepare your organisation for a data breach

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Cyber-attacks and other data breaches are, unfortunately, inevitable. But there are key steps every organisation should take to prepare for when the inevitable happens. Responding to a significant cyber incident... Read more continue reading