Research highlights need for advisers to prepare for battle

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National President of the Association of Financial Advisers (AFA) Dr Jim Taggart, OAM says recent research published by Roy Morgan Research around the low level of consumer trust in advisers

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Why advisers have nothing to fear from technology

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At the danger of invoking a collective moan of discontent from all Australian financial advisers, I want to begin this post on the role of technology in your industry by

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Outgoing AFA National President calls on Minister Shorten to put consumers first

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National President of the Association of Financial Advisers (AFA) Dr Jim Taggart, OAM has called on Minister Bill Shorten to become a true advocate of the financial services industry so

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Responsible Entity licensing needs review – not just financial requirements

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While the release of a consultation paper on financial requirements for Responsible Entities by ASIC yesterday (September 30) is a positive step, more needs to be looked at to protect

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Compare the Pair

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Whilst our (in my opinion) overly politically-correct industry leaders eschew the benefits of fees over “ugly” commissions let’s put an investment manager’s hat on and look at the business of

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Want a long-term winner? Back consumption

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  About 135 million people around the world are estimated to have escaped from poverty between 1999 and 2004. That means that a population greater than Japan’s (126 million) was

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Engaging workers in a competitive super market remains key

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In order to meet the retirement needs of future generations, the superannuation industry needs an overhaul of at least the scale the Government is signalling via its current reform agenda,

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Industry body embraces a wider agenda

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IFSA to become the Financial Services Council The Investment & Financial Services Association (IFSA), the national peak body representing the $1.4 trillion retail and wholesale funds management, superannuation and life

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Web technology the answer to investor engagement – White Paper

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Overview This White Paper argues that the answers to the myriad ‘engagement and trust” issues currently perplexing the financial services industry lie in the adoption of smart, intuitive, interactive technology. 

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