Archive for April 2021

Many of you are familiar with Andrew Inwood and the CoreData team.  Each year, the group conducts a survey to advisers gathering data about Licensee services and support. In the past, we have not formally participated as a community. This year, we’re decided to join the study to gain an understanding of how Madison ranks…

ASIC has extended the temporary relief measures to allow advice to be provided to clients during COVID-19. CLICK HERE to read the lasted update from ASIC.   In this Edition ·       A note from Annick ·       CoreData Licensee Survey ·       Investment Specialist Forum ·       Save the Date ·       Upcoming Webinars ·       Madison Investment Committee ·      …

FASEA Exam preparation and 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…

M- Wrap migration to Panorama Tranche 3 migration is currently planned for the weekend of 22-23 May 2021. The full list of badges that are set to migrate can be found here noting that M-Wrap will be included in this tranche. In the coming weeks, BT will send each migrating client a ‘Migration Notice’, also…

This week I received an SMS from Troy Scott sharing a thank you email to Kerry Thomas, from one of his clients. It’s a story worth hearing, and the next time you see Troy, perhaps he’ll share it.  In this email, there was a sentence which really struck my heart. ‘A person’s integrity, reputation and…

CLICK HERE to watch Paul Zwi and John Abernethy in the latest ‘The View’     In this Edition ·       A note from Annick ·       CoreData Licensee Survey ·       Investment Specialist Forum ·       Save the Date ·       Upcoming Webinars ·       Madison Investment Committee ·       The View ·       ASIC Update ·       Practice Efficiency Reporting ·       CPD,…

Many of you are familiar with Andrew Inwood and the CoreData team.  Each year, the group conducts a survey to advisers gathering data about Licensee services and support. In the past, we have not formally participated as a community. This year, we’re decided to join the study to gain an understanding of how Madison ranks…

CLICK HERE to view the latest Madison Investment Market update dated, 15 April 2021   Madison Research Update Check out the Knowledge Library in Workplace to find the latest research report from Andrea on our internal research processes. CLICK HERE Our partnership with Clime gets the members of our Investment Committee access to intensive and…

We have made some changes to our Annual Event Calendar. Please CLICK HERE to view our updated version. If you’re looking for presentation or videos from the PD Days CLICK HERE     In this Edition ·       A note from Annick ·       CoreData Licensee Survey ·       Investment Specialist Forum ·       Save the Date ·       Upcoming Webinars ·      …

Keep up to date with latest Madison webinars! CLICK HERE for our April calendar. Enhanced FDS webinar series from 27 April 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 2021. The webinars will look…