This is what clients value about a financial advice business

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Do you truly know what your clients value about your business? If you’ve never asked them, how can you possibly know the truth? Through the work that I do, I get the privilege of talking directly to clients of financial advisers all across Australia to find out what they value, why they remain a client […]

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Not all consumers make good advice clients

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Everyone is after the good advice clients it seems…or are they? Robo-advisers, direct marketing, 24/7 online transaction facilities, product kiosks and over the counter solutions to shoppers at supermarkets…these are all “financial advice” choices for consumers today.  (For “Financial Advice” read “anything associated with a financial services product or service which may or may not […]

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Aussies face into new world of work more positively than global peers

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The nature of work continues to evolve, with technology creating more opportunities for self employment and ‘gig work’, and movement between jobs, industries and locations becoming more commonplace. However, this increase in flexibility has come at a cost, with workers prone to more gaps when it comes to job and income security. At the same […]

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When life and misunderstanding get in the way of taking out life insurance

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Royal Commissions, inquiries and investigations have resulted in scores of negative headlines about the financial services industry. While the tide is starting to turn and the industry seeks to rebuild trust, it would still be reasonable to think that, as a new life insurance company, customer distrust would be the biggest battle we, and the […]

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High performance without burnout

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Working harder does not necessarily equal high performance and may actually be contributing to burnout says Next Evolution Performance CEO, Vanessa Bennett. The World Health Organisation (WHO) recently described burnout as an ‘occupational phenomenon’ and updated its definition to, ‘a syndrome conceptualised as resulting from chronic workplace stress that has not been successfully managed’. “Many […]

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Conference bid to cut massive M&A failure rate

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Researchers at the University of Sydney Business School and industry experts will meet later this month (25th July) in search of answers to the disturbingly high number of corporate merger and acquisition (M&A) deals that fail globally. While many companies turn to M&As as an alternative to organic growth, between 70 and 90 per cent […]

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Aussies’ awareness of changes impacting credit health still a work in progress

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Research from credit information website, CreditSmart.org.au, has revealed that one year on from the adoption of Comprehensive Credit Reporting (CCR), most Australian consumers are still unaware of the changes that are impacting their credit health, and may not know how it can impact their future credit applications. The research found that in the last 12 […]

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How to create a MORE effective client report

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The typical financial planning report or statement of advice produced for clients is ineffective. Being effective means getting the key points across as quickly and as simply as possible, so that the reader understands them, and is then able to make decisions relatively quickly and easily.  It will engage, motivate and rapidly lead to positive action. […]

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Pendal appoints Machine Learning expert for Fixed Income

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Pendal, one of Australia’s largest and most enduring pure investment managers, has made its first appointment of a dedicated Machine Learning Quantitative Analyst in its Bond, Income & Defensive Strategies boutique, led by Vimal Gor. Itay Feldman has been recruited, initially on a one year basis, with a brief to integrate Machine Learning into the […]

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AstuteWheel Expands Fintech with Regtech

Client engagement solution, AstuteWheel, is celebrating its seventh birthday with the launch of third generation software that includes a regtech solution for financial planners. AstuteWheel Managing Director, Hans Egger, says the latest version of the software comes with new functionality and a new way of taking up the AstuteWheel offer as well as addressing a […]

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