Financial institutions spend 14% of operating costs on change management

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Financial institutions are spending, on average, 14% of annual operating costs on change management functions in order to drive greater productivity gains, a new PwC study has shown. According to... Read more continue reading

Investor confidence increased in March by 2.0 Points to 93.9

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State Street Global Markets has released the results of the State Street Investor Confidence Index® (ICI) for March 2021. The Global Investor Confidence Index increased to 93.9, up 2.0 points... Read more continue reading

Vanguard urges vigilance with rise of investment bond phishing scams

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Vanguard is urging investors to remain vigilant following a notable rise in investing scams targeting Australian investors, and are calling on the media to help highlight this significant issue for... Read more continue reading

Financial advisers are key to annuities, but need government backing

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New research has uncovered the obstacles preventing more Australians from understanding their financial options in retirement. The latest findings from the Orford Initiative have revealed the key role that financial advisers play... Read more continue reading

Heffron takes a unique approach to SMSF pension documentation

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Accountants and advisers now have access to a unique industry tool dedicated to delivering pension documentation, with the launch of Heffron’s new Pension Pack. Working as part of Heffron’s Super... Read more continue reading

Australian fund managers give green light to Calastone’s new distribution data solution

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Calastone, the largest global funds network, is rolling out its new Wrap Reporting service, enabling fund managers to receive fast and standardised adviser directed fund flow data from platforms via... Read more continue reading

Sweat the small stuff: it is what we CAN control!

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I keep hearing “don’t sweat the small stuff” and every single time I hear someone say it I think of work, and what we do, and automatically think “if we... Read more continue reading

Roar Software patents Highlighter

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Roar Software has patented its Highlighter tool, giving Australian financial advisers the power to develop their current productivity processes in Excel into fully functional software application ready for a SaaS... Read more continue reading

Heffron launches free online wizard to help calculate personal transfer balance cap

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Accountants and advisers can now calculate their client’s new personal transfer balance cap, with the launch of Heffron’s new calculator, free in their online portal. The calculator has been developed... Read more continue reading

AFA announces Life Company of the Year Award winners

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TAL is the Association of Financial Advisers (AFA) 2020 Life Company of the Year. It is the fourth time TAL has taken out the award in recent years. Runners up... Read more continue reading