Software supported advice platform, Lumiant, has launched its new ‘Your Life’ module. The new module enhances the Lumiant discovery process by identifying what success truly looks like for clients by aligning it with their values. Built for financial advisers by financial advisers, Lumiant is on a mission to radically transform how advice is delivered. Its... Read more continue reading
28
Jul
2021
The Pitcher Partners network has released its annual Pitcher Partners Business Radar: Understanding the businesses that drive Australia’s economy. Canvassing the trends, challenges and opportunities faced by middle-market businesses across Australia, the report shares insights into how the COVID-19 pandemic has affected business confidence and the top priorities for businesses as they move ahead to continue... Read more continue reading
21
Jul
2021
Extensive research[1] into the underlying pillars of success for financial advice businesses has identified the use of client segmentation strategies as a powerful driver of best practice. Simplistically we can think of segmentation as dividing clients – and prospective/target clients – into smaller groups, and then optimising the way you interact with those groups, including:... Read more continue reading
20
Jul
2021
In financial planning, ethics can be distilled into acting in the client’s best interests at all times, acting with competence, honesty, integrity and fairness. In short, the way any one of us would like ourselves and our family members and friends to be treated by a professional service provider. This article, proudly sponsored by GSFM... Read more continue reading
19
Jul
2021
Midwinter Financial Services Pty Ltd (Midwinter) has announced an integration with Moneysoft, a provider of client engagement software for financial advisers, mortgage brokers and the financial services industry. Advisers using Midwinter’s AdviceOS and Moneysoft’s Fact Find solution can now seamlessly push and pull data between the two systems. The integration allows advisers to select which... Read more continue reading
15
Jul
2021
Increasing professional service capacity is a challenge… do you wait until the decrease in service levels is costing you business? Or do you spend money you haven’t made yet to provide service which is not required by the extra clients you don’t have yet? As a financial planner, what extra roles do you assume when... Read more continue reading
13
Jul
2021
Aon and the Australian and New Zealand Institute of Insurance and Finance is proud to announce the 2021 Aon Scholarship is now open. Now in its 16th year, the Aon scholarship is highly regarded for providing insurance professionals invaluable professional development and networking opportunities. The winner of the Aon Scholarship will attend either the 2022... Read more continue reading
12
Jul
2021
The Australian and New Zealand Institute of Insurance and Finance (ANZIIF) is proud to announce the winners of the Making a Difference and Most Valuable team recognition awards, as part of the ANZIIF Year of the Insurance Professional Initiative.[1] “The Year of the Insurance professional initiative and recognition awards are separate from the Australia and New... Read more continue reading
06
Jul
2021
Marc Bineham, former Association of Financial Advisers (AFA) National President, former financial adviser, and Managing Director of Noall & Co, has launched The Money Sandwich, a book aimed at helping the over-50s better manage their money and retire comfortably. “This is a demographic I know very well because I belong to it, as do my... Read more continue reading
25
Jun
2021
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CPD: Behaving badly – could our decision-making flaws undermine the consumer protection intent of recent superannuation changes?It is widely accepted that consumer financial protection is important not only to protect consumers but also for the stability [...]
CPD: Client centric segmentation - a best practice framework for advisersExtensive research[1] into the underlying pillars of success for financial advice businesses has identified the use of client segmentation strategies [...]
CPD: Ethics and the professional practiceIn financial planning, ethics can be distilled into acting in the client’s best interests at all times, acting with competence, [...]
CPD: The S-Curve and the emerging consumerDisruption and disintermediation are increasingly common themes across the global corporate landscape. This article from GSFM draws on thematics from [...]
CPD: When disclosure harms, rather than protects, consumers - an adviser guide to DDO complianceWhilst the Hayne Royal Commission undoubtedly put a wrecking ball through most rooms in the financial services house, it is [...]
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