LATEST ARTICLES

Future Focussed Portfolio – Filecoin: Taking on the big guys, one block at a time

In our last two articles we have covered what we consider the key building blocks of Web 3.0, namely Bitcoin for money, and Ethereum as logic (compute). The third and final building block we will look at is data, which we believe will be underpinned by the Filecoin protocol. Now this may be a coin that you have never heard of, and it’s so much more than a ‘coin’. But before we dive into the details, let’s start from the basics – as we want you to walk away with an appreciation of how varying blockchain/digital assets are, in their scope and utility.

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Future Focussed Portfolio – Filecoin: Taking on the big guys, one block at a time

Heath Behncke

MANAGING DIRECTOR

HOLON GLOBAL INVESTMENTS

Australia

1 week

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Ethereum: There’s a smart contract for that, aka Why Warren Buffett is wrong

Warren Buffett hates Bitcoin because it is a non-productive asset. He also argues that all cryptocurrencies fall in the same category. And while Bitcoin - like gold - is a non-productive asset, he is most definitely wrong painting many other cryptocurrencies with the same brush.

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Ethereum: There’s a smart contract for that, aka Why Warren Buffett is wrong

Heath Behncke

MANAGING DIRECTOR

HOLON GLOBAL INVESTMENTS

Australia

4 weeks

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Tips for keeping your CX compelling and competitive

Tips for keeping your CX compelling and competitive Clients are the heartbeat of any business, so understanding and responding to changes in their behaviours and expectations are critical to growth, retention and longevity. This is at the core of a strong customer experience (CX) framework, and there are tried-and-tested ways to help keep yours ahead of the curve.

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Tips for keeping your CX compelling and competitive

John Sullivan

Associate Director - Head of Client Development, VAN - Wealth

Management at Macquarie Group

Australia

2 months

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‘Own’ versus ‘Any’ occupation: an important difference when comparing Income Protection products

After recovering from injury or illness, it’s not unexpected that most Income Protection policy holders would prefer to return to their own occupation. That is, the occupation in which they’re experienced and qualified, and for many, an occupation they enjoy. Most insurers assess the life insured’s ability to work in gainful employment based on their usual or ‘own occupation’ at the date of disability. However, some insurers now amend this criteria to an ‘any occupation’ definition once the customer has been on claim for a defined period of time, often two years

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‘Own’ versus ‘Any’ occupation: an important difference when comparing Income Protection products

Dr. Jeffrey Scott

HEAD OF ADVICE STRATEGY

AT METLIFE

Australia

2 months

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Calculating monthly benefits: The three-step process to undertake when comparing Income Protection products

Income Protection insurance exists to meet two basic customer needs in the event of injury or illness: to replace lost income and protect the client’s biggest asset, their ability to generate future income. The recent introduction of APRA’s Individual Disability Income Insurance (IDII) measures has seen a raft of product changes in the market, with some Income Protection products becoming significantly more competitive

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Calculating monthly benefits: The three-step process to undertake when comparing Income Protection products

Dr. Jeffrey Scott

HEAD OF ADVICE STRATEGY

AT METLIFE

Australia

2 months

MORE

Future Focussed Portfolio – Investing in Bitcoin

The size of the allocation is debatable, but keep in mind: not taking a position in Bitcoin, is in fact taking a position - a strong one. I liken this to insurance; a concept advisers know all too well. Bitcoin is no longer just a speculative edge case asset with ‘no fundamentals’, it is coming of age and as a trusted adviser it’s imperative that when your clients ask (and they will ask) that you understand how to navigate their questions. So as a guide, here is your five-minute introduction, to put you in a position to comfortably talk about Bitcoin.

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Future Focussed Portfolio – Investing in Bitcoin

Heath Behncke

MANAGING DIRECTOR

HOLON GLOBAL INVESTMENTS

Australia

2 months

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A CX boom is happening. Is your advice firm ready?

Financial advisers moved quickly when the pandemic started, balancing the competing pressures of managing portfolios through a black swan event and responding to a sustained escalation of client needs. Clients have reset their expectations of their experience with advice firms in the process, calling for a strategic re-think of your customer experience (CX) in a post-pandemic setting.

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A CX boom is happening. Is your advice firm ready?

John Sullivan

Associate Director - Head of Client Development, VAN - Wealth

Management at Macquarie Group

Australia

2 months

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