The use of jargon that is not understood by investors, and is even misleading, is likely to hold back the take-up of services that should be embraced, such as insurance, warns Michael Hutton, head of wealth management, HLB Mann Judd Sydney. “It’s all very well for the financial services industry to come up with a [...]
continue readingEmailing clients with your marketing message is quick and inexpensive. The challenge is in ensuring your emails don’t get deleted, unread. Boutique fund manager Bennelong Funds Management share their tips on producing compelling e-marketing campaigns. Using emails as an e-marketing tool is known as e-communications (e-comms). Two pillars of a successful e-comm are the content [...]
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Rubik Financial Limited, the ASX-listed provider of financial technology and software to over 200 financial sector clients, today announced the completion of its purchase of Provisio Technologies Pty Ltd (Provisio). The acquisition of Provisio, which is a market leader in the provision of scaled and online wealth advice software in the superannuation fund market, marks [...]
continue readingAs everyone races to use new technologies and do cool new things in a bid to be different, there is a real risk of losing sight of the essentials. The business basics. Like, answering a customer enquiry. A friend drew my attention to a short piece of research done in the UK on how accountancy [...]
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Brand and image, the state of the economy and the impact of regulatory change are the three top risk concerns for Australian and New Zealand organisations in 2012/13. These are the findings from Aon’s 11th annual Australasian Risk Survey, which provides a snapshot of the risk management practices of 133 businesses in 19 industries across [...]
continue readingWelcome to the first of a 3-part CPD mini-series from AdviserVoice’s Ray Griffin. In this series Ray focuses on professional ethics and how, in day-to-day practice, you might deal with ethical issues that arise. At some point – Ray claims – an adviser will be placed in a situation where she will face a dilemma [...]
continue readingOne of the hot topics in the industry at the moment is this latest Roy Morgan survey that says the public perception of the advice industry isn’t great. These latest results shouldn’t come as a huge surprise to anyone, given that they confirm a trend that’s been in place for a while. But rather than [...]
continue readingBennelong Funds Management shares its experience with e-marketing through a few practical tips. Financial advisory firm or boutique fund manager, we’ve all posted the classic direct marketing (DM) pack – the traditional covering letter and flyer. And while DM is far from dead, today you can do it electronically. Welcome to the world of e-marketing. [...]
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The retirement adequacy of working Australians has edged slightly higher to 69.8%, up from 69.4% in 2011, but people are working for longer with average retirement ages increasing according to the December 2012 AMP Retirement Adequacy Index. Stronger market conditions towards the end of 2012 and an average 6% increase in salaries year on year [...]
continue readingZurich Financial Services Australia (Zurich) today released new statistics showing that growth in social media usage by Australian financial advisers has far outstripped the growth experienced in the community overall. Speaking at the launch of a new Infographic – ‘Financial Advisers and Social Media’ – Mr Philip Kewin, GM Retail Life and Investments, said that the [...]
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