An ethical framework for the remote practice

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At the beginning of 2020, few would have imagined having to implement business continuity plans and establish remote offices before the first quarter was out. In this article, sponsored by... Read more continue reading

In the eye of the storm financial planners steer a steady course

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Financial planning firms have weathered storms in the past, but nothing like what we are currently experiencing. In this challenging time advisers are faced with a raft of additional operational... Read more continue reading

How to prospect in today’s world: 5 sales strategies for financial advisers

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Over the past few weeks I have had many discussions with financial advisers on how they are generating new business in this environment? I took that question back to my colleagues... Read more continue reading

The turning point for financial advice in Australia

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The world has shifted. These are tough times and they will affect people differently. Advisers are going to experience their own hardship through this time, but it’s also a big... Read more continue reading

Eliminate tyre kickers and value your expertise

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Being properly valued for your expertise and eliminating the time-wasting tyre-kickers is an ongoing problem for most financial advisers. That is even more true for those making the transition from... Read more continue reading

AMP releases good money habits guide for kids and parents

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AMP has released an educational e-book to help teach children good habits in money and finance. Good Money Habits for Life is designed to assist parents and grandparents to pass on... Read more continue reading

The client driven ethical breach

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The 2018 Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry (Royal Commission) highlighted numerous situations in which an absence of ethical behaviour was apparent. However, what... Read more continue reading

Reassure clients by dealing with the now and preparing for the future

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Although many professional advisory businesses are facing a tsunami of unprecedented challenges as a result of the economic impact of the coronavirus, it’s imperative not to lose sight of the... Read more continue reading

MyState Bank calls for Australians to be extra vigilant amidst growing COVID-19 scams

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MyState Bank are urging Australians to exercise more caution online, with the risk of individuals falling victim to criminal scammers significantly heightened since the outbreak of COVID-19 (Coronavirus). MyState Bank... Read more continue reading

The storm sweeping across financial services

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Uncertainty stokes the flames of fear and that is particularly evident across the financial services sector with daily news of new Coronavirus infections recorded in Australia and other parts of... Read more continue reading