Archive for March 2021
FASEA Exam preparation support
TAL FASEA Masterclass TALs award winning FASEA masterclass, 2021 dates now available please CLICK HERE for further details. FASEA have announced a new pre-exam webinar they will host before each of the remaining 4 exam sittings for 2021. Pre-Exam Webinar Series Advisers who book to sit an exam will be invited to attend a Pre-Exam…
Read MoreWhich Advice Coach do I contact?
In order to support you with all things advice and governance, each Advice Coach will have a panel of advisers and practices. Greg, Kerry and Nina will be in touch with each Practice Principal next week to confirm who will be your Advice Coach. Whilst your practice Advice Coach will be your day to day…
Read MoreActive File Review Pilot
As you would have heard at our PD day presentations, we have completed a pilot of our new Active File Review process between January and March of this year. Around 30 advisers took part in the pilot, which involved a pre-vet review of (mostly) SOA’s before they were provided to the clients. Feedback sessions via…
Read MorePractice Efficiency Reporting
In September last year we provided practices with their own Practice Efficiency Report on how you are currently storing your client’s data along with how, as a practice, you are using XPlan and all its functionality. As part of your Practice Efficiency Report, we identified some gaps around the use of the functionalities in XPlan…
Read MoreThe View: Staying the course
Join John Abernethy Executive Director, and Macro Analyst Paul Zwi for another episode of the View. This week they discuss updates in the bond market, and how markets are recovering 1 year after the COVID 19 crash. In this Edition · A note from Annick · Save the Date · Investment Specialist Forum · Upcoming…
Read MoreMadison Investment Governance Framework
The key determinants for a robust investment and governance framework revolve around three key pillars: A consistent research process. A well-governed review and decision making process. Resources and support to our community. The Madison Investment Governance Framework provides an overview and the timing of our ongoing review process. If you have any questions, please contact…
Read MoreMadison PD Day 2021
Thank you to those who joined us in Melbourne, Adelaide, Sydney & Brisbane for the March PD Days. If you haven’t yet had the opportunity to provide your feedback, please CLICK HERE to do so. Principals’ briefing CLICK HERE to view the slides Introducing the Adviser Council CLICK HERE to view the slides. Masterclass –…
Read MoreWelcoming Nina Bailey
In this Edition · A note from Annick · PD Days · Save the Date · The View · Welcoming Nina Bailey · Madison Investment Governance Framework · FASEA Update · Kaplan Professional Study · Upcoming Webinars
Read MoreNote from Annick
We’ve come to the close of the Professional Development Day series. The first in person event of the year, of which we hope to have many more. What struck most was watching all of you reconnect, greeting each other with warmth and a sense of excitement for the year ahead. In some states, it took…
Read MoreUpcoming Webinars
Advice & Governance Webinar Series We are launching a fortnightly lunch and learn webinar series focused on all things advice and governance. This will be a 30 minute session designed around the latest legislation releases along with common themes that are being uncovered during our Active File Reviews. Our first sessions will kick off after…
Read More