2021 FPA Award winners revealed  

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The Financial Planning Association of Australia (FPA) has announced the winners of the 2021 FPA Awards. Now in its ninth year, the FPA Awards recognises exceptional financial planners, paraplanners, university

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2020 FPA Award winners revealed

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The Financial Planning Association of Australia (FPA) has announced the winners of the 2020 FPA Awards. Now in its eighth year, the FPA Awards recognises exceptional financial planners, paraplanners, university

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IOOF Alliances partners on governance solution for self-licensed advice businesses

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IOOF Alliances has partnered with specialist AFSL compliance firm Integrity Compliance to provide a range of AFSL support for IOOF Alliances members, including ccess to Integrity’s own GRC software.  This

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Practical, peer-based learning favoured by self-licensed advisers

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According to a survey of self-licensed businesses in the IOOF Alliances network, advisers are looking for practical tools and expertise to gain efficiencies in advice delivery, compliance and client engagement.

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Mentor announces exclusive alliance with Suitebox to deliver industry excellence for consumers & advisers

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Mentor Education founder and MD Dr Mark Sinclair has announced an exclusive technology alliance and partnership with Suitebox. Mentor Education is leading the way in the financial services sector with

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What does the future of advice look like? The onset of virtual advice

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The new digital era charging through our industry brings with it a collision of sales, marketing, social interaction, technology and human behaviour that is truly fascinating.  This collision can also

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SuiteBox expands APAC team

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SuiteBox, the mobile office solution for professionals, has appointed Andy Marshall to lead its APAC sales efforts. Ian Dunbar, SuiteBox CEO, said: “I’m delighted to have Andy joining the SuiteBox

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New risk specialist team strengthens Zurich’s content capabilities

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Zurich Financial Services Australia Limited (Zurich) has announced the establishment of a new risk specialist team, in anticipation of Macquarie’s life risk business (Macquarie Life) joining Zurich later this year.

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Flipchart upgrade: new diagnostic tool to drive advice advocacy and insurance literacy

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Zurich Financial Services Australia (Zurich) yesterday announced a significant upgrade to its popular Adviser Flipchart app. Australia’s first customisable, white-labelled, client-facing life insurance app will now offer its 1,300 active users

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Three tips to retain your clients

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Acquiring a new client is said to be five-to-ten times more costly than retaining an existing one. Often though, in an attempt to build a successful business, the focus ends

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