Archive for November 2020

Kaplan Professional’s Study Period 6 commences on November 9 and takes place over the summer months. There have been some enhancements to the Kaplan Professional student support, including: Early access to learning materials from now, four weeks before the study period commences Assessments available to view from Monday October 26 One-to-one tutor support to seek…

As part of Good Governance we discussed the need for practices to be capturing the Key Dates for clients in XPlan. One of the efficiencies that will be gained will be the full automation of the FDS and renewal notices individually and in bulk. You can input this information under Service > Client Reporting/Key Dates…

Praemium has today announced it has integrated with Iress to make it easy for advisers to seamlessly initiate new Praemium applications from within Xplan using the EApps functionality. CLICK HERE to read the Praemium press release and HERE to read the IRESS How to Guide.   More from this Edition ·         Note From Annick ·        …

FASEA has announced that financial planning students interning or working during the final stages of their degree will now be able to begin logging hours towards Q1 and Q2 of their Professional Year (PY). The great news means students completing a FASEA-approved degree can begin a Professional Year supervisory relationship whilst studying. Once a PY…

            Kaplan Professional is excited to announce that their new Ontrack platform has now launched and Madison is transitioning across to the new Ontrack platform this month.   What this means for you?  From 25th November 2020 you will no longer have access to My Kaplan to complete your CPD training.…

We have created a post on the adviser portal where we will keep information and collateral related to the Mercer and Desktop Broker training sessions. The post will be updated as resources are collected. You can access these here. Bell Potter research via Desktop Broker Advisers who are authorised to provide advice on securities would…

By Andrea Theouli Within the COVID-19 environment, businesses capable of adapting quickly to an online milieu have thrived, whereas many caught up in sectors such as bricks and mortar retailing, international travel, live entertainment have struggled. These changes have meant we have seen big winners and losers in financial markets. According to Google the phrase…

Monthly Overview The S&P/ASX200 Accumulation Index delivered a return of 1.93% in October. In a reversal of recent trends, the ASX performed strongly when compared to the International equities return of -1.13% as measured by the MSCI world index in Australian dollar terms and the S&P500’s return of -2.7%. October reaffirmed that the volatility and…

Striver Strivers are a Tribe of early career job seekers looking to kick- start their professional career within the financial planning industry. Striver will be hosting a series of Speed Networking Events via Zoom for QLD, NSW & VIC during Nov/Dec.  To register for this event please click here Don’t forget to use Madison code…

                  I don’t envy any leader who has to make decisions for their constituency, company or country right now.  Steven Marshall’s decision to apply strict lockdown measures in South Australia within days of borders re-opening would have been a difficult (probably, sleepless) just when everyone thought it…