Archive for October 2021

Madison Investment and Insurance committee update Given the focus of the media on China over recent weeks, while still acknowledging a range of outcomes concerning the escalating Evergrande issue, we see the situation as an acute domestic concern in China. However, with global context, it appears manageable and thus looks to be a workout scenario.…

  CLICK HERE to download John Abernethy’s latest The View – Tailwinds still support Growth Assets.             In this Edition ·        A message from Jaime ·        Welcome to Sharon Dzodzadinov ·        Madison Investment & Insurance Committee News ·        The View from Clime ·        Design & Distribution Obligations ·        Making the…

The Advice & Governance Team held a webinar series which walked through some of the requirements of DDO and what the Adviser obligations entail. If you were unable to attend any of these webinars, please view the recordings CLICK HERE.    In the new world of DDO, distributors (ie Advisers and Madison) must take reasonable steps…

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…

CLICK HERE for the calendar of upcoming Madison Webinars.   Asset protection, structuring, succession planning and estate planning Webinar Advisors providing holistic services will encounter various asset protection, structuring, succession planning and estate planning opportunities to directly add value to their clients. In this session, Chris Balalovski from BDO, will explore several strategies which will…

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…

This October, TAL Risk Academy is launching its extensive Business Insurance Learning Program, helping advisers tailor their own learning journey with courses at all levels. Advisers can build a curriculum starting with Business Insurance Fundamentals through to advanced learning with the Business Insurance Masterclass. These courses have been designed to meet advisers’ individual learning needs,…

Early access available from 11 October Making the most of our 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 the…