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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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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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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Kaplan Professional receives FASEA approval for Graduate Diploma of Financial Planning

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Leading education provider Kaplan Professional has announced they have received approval from the Financial Adviser Standards and Ethics Authority (FASEA) for the Graduate Diploma of Financial Planning and bridging courses as stand-alone subjects. Kaplan Professional’s Graduate Diploma of Financial Planning commenced in January 2014 and individuals currently enrolled in this qualification can continue their studies […]

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CPD: Ethics and self-managed super funds

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Since the official introduction of self-managed superannuation funds (SMSFs) in 1999, they have become a significant part of Australia’s $2.6 trillion[1] superannuation sector. At the end of 2018, with assets worth $728 billion, SMSFs represented 27 percent of the total super sector. Bound by an array of rules and regulations, this article, sponsored by GSFM […]

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TAL supports advisers with ethics training course

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TAL, a leading Australian life insurance specialist, is running a training course to help financial advisers understand and apply the Financial Planners and Advisers Code of Ethics, which all financial advisers must comply with from 1 January 2020. Run by TAL National Technical Manager, David Glen, the ethics training course had almost 500 financial advisers attend in […]

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Leaders who provide this service can increase their team’s performance and profitability

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I still remember in my very first job with one of the big accounting firms that work started at 8.45am (or earlier) and finished at 5.15pm at the earliest. Lunch was from 1pm to 2pm. And definitely not 12.59 to 2.01. And that was for everyone – not just the new kids like me. And […]

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Why do people trust a financial adviser?

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The word trust, according to the dictionary means ‘reliance on the integrity, strength, ability, surety, etc., of a person or thing; confidence.’ Which I believe we would all agree on. But why is it that people trust some financial advisers and perhaps not others? Is it qualifications? Is it because they are part of a particular […]

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Kaplan Professional and Deloitte aim to set the benchmark with FASEA bridging courses

Leading financial services education provider Kaplan Professional has engaged Dr Deen Sanders OAM, Deloitte leader ethics and professionalism, to help build and deliver the three bridging courses required by the Financial Adviser Standards and Ethics Authority (FASEA). The bridging courses are aligned to FASEA’s curriculum and will combine Kaplan Professional’s deep industry understanding and education […]

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