Zurich Australia and New Zealand announces Paid Gender Affirmation Leave Policy

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Zurich Australia and New Zealand is pleased to announce a Gender Affirmation Policy, strengthening Zurich’s commitment to LGBTQ+ inclusion. Zurich’s new Gender Affirmation Policy provides transgender and gender diverse team... Read more continue reading

How does culture create lasting success?

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If you doubt that culture can create lasting success, then consider this: Imagine a sports team (or club if you prefer) that competed continuously for well over 100 years and... Read more continue reading

Franklin Templeton Australia recognised for award-winning global equities SMA

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Franklin Templeton Australia has been named, for the second year in a row, the winner of the International Equities category at the 2021 IMAP Managed Account Awards. The Institute of Managed... Read more continue reading

A new advice model to protect financial consumers – when Do-it-yourself becomes Do-it-together

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Australian investors are having a Bunnings moment. Lured not by a cheeky sausage sandwich between meals, but by a sharemarket that continues to defy gravity, our love of DIY is... Read more continue reading

Accessing advice helps drive better retirement lifestyle

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With half the country in what seems never ending rounds of lockdowns and pandemic fatigue setting in, one of the last things most Australians want to do is look at... Read more continue reading

North’s new virtual educationHUB supporting advisers through COVID

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North’s virtual educationHUB, launched in 2020, has emerged as an important learning resource for thousands of advisers during the pandemic. Launched just after the onset of COVID, the educationHUB has... Read more continue reading

Commercialising a therapeutic approach to financial advice

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In an earlier article, Why are you so happy? Explaining the wellbeing effects of financial advice, we examined the ways financial advice – and the financial advice process itself –... Read more continue reading

Happy 40th! Why Millennials are no longer the future of financial advice – they are the present

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Introduction In an earlier article in this series, we discussed client segmentation, examining the many different ways segmenting clients and target markets can improve client engagement, efficiency, and practice profitability.... Read more continue reading

Financial advisers save investors from poor decisions during COVID market mayhem

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Financial advisers counselling a disciplined approach to investing over the past year helped Australians avoid a litany of poor investment calls during tumultuous market conditions – adding an estimated more... Read more continue reading

Advice Revolution partners with Worksorted

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Advice Revolution and Worksorted have partnered to help advisers reduce cost to serve and improve their technology experience. The biggest problem for financial advice businesses is the cost to serve.... Read more continue reading