Financial planner numbers hold steady despite macro headwinds: 2020 Planner Business Model Report

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Leading research firm Investment Trends has released its 2020 Planner Business Model Report, an in-depth study of Australian financial planners and their business support needs. Key highlights: Financial planner numbers... Read more continue reading

Top tips for advisers to support themselves and their clients with mental health

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It is well known that mental health plays a crucial role in holistic health and wellbeing, and that making small improvements in day-to-day activities can help all of us thrive... Read more continue reading

Peak Re CEO Franz Josef Hahn named ‘Reinsurance CEO of the Year’

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Peak Reinsurance Company Limited (Peak Re), a Hong Kong-based global reinsurer, is delighted to announce that Franz Josef Hahn has won the ‘Reinsurance CEO of the Year’ accolade at the... Read more continue reading

COVID-19 pushes out timeframe to gender economic equality by 4 years

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The Coronavirus pandemic has prolonged the timeframe for achieving economic gender equality in Australia to 36 years due to a decline in female workforce participation in the June quarter. The... Read more continue reading

Ethics – the ‘grey’ zone

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FASEA’s Code of Ethics seeks to impose ethical duties that go above the requirements of the law. It’s designed to encourage and embed higher standards of behaviour and professionalism in... Read more continue reading

Actuaries Institute research shows equity gap growing between generations

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Falling rates of home ownership, government spending that skews to older Australians and deteriorating environmental factors are some of the factors that have driven a wider gap in equity between... Read more continue reading

What doesn’t kill us makes us poorer – the cost of care in Australia

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Life, looking good in the ‘lucky country’? As the self-proclaimed ‘lucky country’, Australia’s impressive achievements across sport, science, and cultural pursuits, are often out of proportion to our modest size.... Read more continue reading

The new normal for financial advisers: a time for reinforcing empathy and meaningful client connections

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During these unpredictable times, it’s understandable that people are feeling high levels of uncertainty. All aspects of our lives – from health, work and finances to socialising and the way... Read more continue reading

myprosperity platform sees record debt levels as Australian households navigate recession

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Wealth management platform myprosperity has seen record quantities of debt recorded on its platform, up nearly 200% since the start of the year to $12 billion. There’s also been an... Read more continue reading

History repeats – The risks of inadequate due diligence

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Exposure to historical non-compliance can be fatal for purchasers but many don’t include it in their due diligence. ASIC is on the warpath and you can be liable even if... Read more continue reading