Lumiant launches ‘Your Life’ that lets the client scope their success 

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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

Advisers and accountants may need to rethink M&A plans

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The accounting and financial advice industry is awash with buying opportunities and cashed-up buyers are in poll position to snag quality assets with the institutions out of the running, according to a new paper by AZ Next Generation Advisory (AZ NGA). Build or buy: A guide to merger & acquisition fundamentals, the second paper in... Read more continue reading

On the Radar: Understanding the businesses that drive Australia’s economy

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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

CPD: Client centric segmentation – a best practice framework for advisers

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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

CPD: Ethics and the professional practice

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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

Midwinter inks new partnership with Moneysoft

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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

Build capacity with virtual assistance

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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

2021 Aon Scholarship is now open

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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

Year of the Insurance Professional initiative recognises individuals and teams for outstanding professionalism

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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

Former AFA National President launches The Money Sandwich

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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