Archive for April 2021

Madison price: $1600 per subject Retail price: $2500 per subject To access this discounted price advisers should use the Promotional Code MADFIMFP20  and Preferred Customer Code PC-RID159 when enrolling online or over the phone.   In this Edition ·       A note from Annick ·       CoreData Licensee Survey ·       The View ·       Madison Model Portfolios –…

  As we turn our minds towards the final two months of the financial year, and the anniversary of the Madison sale; I think we need to take a moment to reflect on how far we’ve come as a community.  Our AFSL is safe, backed by an ASX listed company with a strong balance sheet. …

Join Paul Zwi and John Abernethy for the latest episode of ‘The View’  In this Edition ·       A note from Annick ·       CoreData Licensee Survey ·       The View ·       Madison Model Portfolios – April 2021 ·       Investment Specialist Forum ·       Save the date ·       Upcoming Webinars ·       CPD – 9 weeks to go! ·      …

From BT Financial Group Episode 25 of the BT Academy Technical Webinar Series. This webinar series is brought to you by the BT Technical Team and is designed to educate and inform you on the latest technical and regulatory updates and changes happening within our industry. For this episode, Ercan Boduk; BT Technical Consultant will be presenting ‘Gearing…

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…

There is only 9 weeks to go before the end of the financial year and the CPD period.  The link to the current Ontrack platform is: https://ontrack.edu.au If you are unsure of your password simply use the ‘forgot your password’ on the login page and you will receive an email to reset. If you are…

Keep up to date with our upcoming Webinars calendar! CLICK HERE to view.   Don’t forget to register for the Enhanced FDS webinar series As mentioned during the Enhanced FDS masterclass at our recent PD Days, we will be hosting webinars in the lead up to the Enhanced FDS changes which take effect 1 July…

CLICK HERE to view upcoming events in the Madison Events calendar.   In this Edition ·       A note from Annick ·       CoreData Licensee Survey ·       The View ·       Madison Model Portfolios – April 2021 ·       Investment Specialist Forum ·       Save the date ·       Upcoming Webinars ·       CPD – 9 weeks to go! ·       FASEA Exam…

We have released the agenda for the Investment Specialist Forum at the Hilton Hotel in Sydney on 12 & 13 May. For two exciting days we will bring together some of the leading investment thinkers in our industry. To view the agenda, click here. This event has a limited capacity and is only open to…

The Madison Investment and Insurance Committee’s house view represents the assessment of our best ideas, asset allocation, and manager selection based on the investment environment. Supported by the expertise of the Clime and Mercer teams, the implementation of our house view is structured through the Proactive Portfolios suite of SMAs. To preserve the integrity of…