Colonial First State reveals where advisers can add value in a volatile world

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One of Australia’s largest pension payers, Colonial First State (CFS), has shed light on how financial advisers are helping clients through the current period of market volatility. Speaking at an... Read more continue reading

Global experts launch world-first postgraduate courses in the economics of sustainability

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As the world wakes up to the scale of the climate crisis, leading figures in finance and world-renowned economists are rallying to promote the first ever global postgraduate degree in... Read more continue reading

Heritage Bank launches online international payment service through Convera

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Customers of Heritage Bank can now send and receive money from overseas more easily, thanks to a new online international payment service launched yesterday, powered by Convera. Heritage can offer... Read more continue reading

Staff retention now biggest area of focus for businesses

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Daniel Riley, leading finance expert and CEO of one of the country’s top business finance providers, Earlypay, said the biggest issue facing businesses in 2022 is attraction and retention of... Read more continue reading

Inclusive workplaces are more profitable

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How building an inclusive organisation not only builds trust internally, but influences business results to capture new markets, and retain existing clients. In my background in Financial Planning distribution my... Read more continue reading

Westpac invests in intelligent digital assistant specialists Kasisto

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Westpac has announced an investment in New York-based conversational AI start-up Kasisto. The investment builds on an existing partnership established with Kasisto in 2020, which has bolstered the bank’s portfolio... Read more continue reading

A family affair – the challenges of retaining intergenerational wealth

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The great wealth transfer – opportunity or threat? The impending multi-trillion-dollar intergenerational wealth transfer, and its social, economic, and political consequences, has been a hot topic in the media for... Read more continue reading

Balancing adviser needs and clients wants

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The professional Financial Advisers’ needs matter as much as the Clients’ wants.  Consumer groups and regulators will probably disagree of course, but the ideal practice is one which surely achieves... Read more continue reading

Advisers’ call for stronger support services and reliability in competitive platforms space

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Leading research firm Investment Trends has released the second part of its latest 2022 Adviser Technology Needs Report, which focuses on the evolving technology needs of financial advisers specifically insights on their... Read more continue reading

Financial advisers seek better system integration and standardised industry solutions to increase business efficiency

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Leading research firm Investment Trends has released its latest 2022 Adviser Technology Needs Report, which uncovers the evolving technology needs of financial advisers in two parts focusing on their usage of platforms and planning... Read more continue reading