Archive for October 2021

  The Madison team are excited to invite you to this year’s conference. The covid-19 pandemic has seen our community with reduced opportunities to enjoy collaborating and learning together face to face. We understand as restrictions ease this might still be challenging for some of our community to attend and we look forward to seeing…

Early access available from 11 October Making the most of the Kaplan four-week early access period is absolutely essential for students who want to make a confident start to their next subject.  By securing their enrolment early, students can access their online subject room and learning resources four weeks before study period 6 commences on…

FASEA Exam – 3 month wait removed for November sitting As per our update on WorkPlace, FASEA has announced that the requirement to wait 3 months between exam registrations has been removed for the November exam sitting. This means if you have yet not passed the Financial Adviser Exam, you will be able to register…

  The rescheduled Insurance Specialist Forum is now taking place on 18 November 2021. We have reformatted this into a one day virtual event that will bring together some of the leading thinkers in insurance to discuss relevant trends and the state of play in our industry. CLICK HERE to read the agenda. The Forum will…

CLICK HERE for a calendar of the upcoming Madison webinars. Madison Investment Update webinar Following your feedback via the poll on our Facebook Workplace site we have added some additional webinars. If you have not previously registered for our regular monthly update please CLICK HERE. Please note that for additional sessions outside of our regular monthly…

Canva is an incredible marketing that Madison has made available to all of our practices. Canva has templates to create social media posts, invitations, postcards, presentation slides, videos and more.  This year at the conference we will be talking more about brand identity and it’s importance for your business. To make sure you are getting…

  After receiving feedback from Australian Super, we have amended our templates and process for Australian Super clients were a fixed term fee arrangement is required.  Changes to the AustralianSuper Service Agreement Service Agreement We conducted a webinar on Tuesday 26th October to walk through and discuss the changes, which can be viewed HERE  …

In March 2021, Madison launched Xeppo and Power BI which allows your practice to establish a single view of clients across your Financial Planning systems and CommPay, which provides data and insights to help you understand your business and in turn grow your business.  Power BI has a dashboard that allows you to create key…

In September, Madison released the new Dynamic XPlan in which we have received a lot of positive feedback around moving to this version. Included in this release was the new Dynamic SOA which has the ability for it to be branded at a practice level regarding colours, headings, and pictures.  We have already had a…