Archive for March 2021

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  

Study Period 2, 2021 – enrolments now open For those students who want to get organised and plan their studies for 2021, we are pleased to advise enrolments are open for Study Period 2. Study Period 2 is a way for Advisers to get their year off to the best possible start by either capitalising…

The long-awaited legislation for the Royal Commission changes – including annual client consent for ongoing advice fees – have now passed through Parliament. Whilst we’re waiting for its Royal Assent by the Governor General to make it Law, the key changes for Financial Advisers are effective 1 July 2021. The changes cover Client Fee Consent…

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…

This week marked the start of the 2021 PD Days in Melbourne and Adelaide. We’ve enjoyed being able to see everyone face to face at these sessions, and we look forward to seeing the rest of our community in Sydney and Brisbane over the next two weeks. If you are attending, and haven’t already registered…

March 5 2021 Join Paul Zwi (Clime Macro Analyst) as he sits down with John Abernethy (Clime Executive Director).  In this episode, John and Paul discuss the current state of the bond market and what this means for stock markets around the world. In This Edition ·         PD Days ·         The View ·         Save the…

FASEA have announced a new pre-exam webinar they will host before each of the remaining 5 exam sittings for 2021. Pre-Exam Webinar Series Advisers who book to sit an exam will be invited to attend a Pre-Exam webinar hosted by FASEA.  The webinar covers exam essentials including; an understanding of how the Exam is constructed,…

CLICK HERE to download the Madison Calendar of Events for 2021. In the PDF click on the dates to add the event to your diary. In this Edition ·         A note from Annick ·         PD Days ·         Save the Date ·         The View ·         Welcoming Nina Bailey ·         Madison Investment Governance Framework ·         FASEA Update…