WealthO2 has been ranked the number one investment platform in terms of ongoing adviser support, and the number one provider in terms of investment options, in the latest Adviser Ratings 2020 Australian Financial Advice Landscape report. The Adviser Ratings report is an annual study of the Australian financial advice industry that includes a ranking of... Read more continue reading
16
Apr
2021
Chant West has announced the finalists for the 2021 Chant West Super Fund of the Year award. The country’s best super and pension funds will be recognised at the ninth annual Super Fund Awards on 26 May, recognising excellence and showcasing industry best practice across 12 award categories. This year’s awards theme is resilience, with... Read more continue reading
14
Apr
2021
I keep hearing “don’t sweat the small stuff” and every single time I hear someone say it I think of work, and what we do, and automatically think “if we don’t sweat the small stuff we are doing an awful job”. The small stuff is the very stuff that financial advisers need to sweat. It... Read more continue reading
26
Mar
2021
TAL is the Association of Financial Advisers (AFA) 2020 Life Company of the Year. It is the fourth time TAL has taken out the award in recent years. Runners up for the Life Company of the Year title were: AIA Australia MLC Life Insurance NEOS AFA President Michael Nowak said, “We congratulate TAL on being... Read more continue reading
18
Mar
2021
Strengthening consumer protection continues to be the underpinning theme for much of the ongoing scrutiny and regulatory change seen within the financial services industry in recent years. And, at high level, measures which increase confidence and trust in the sector can deliver meaningful benefits both customers and advisers. However, such measures can become problematic, even... Read more continue reading
17
Mar
2021
The nirvana for most professionals is to work only with high net worth clients. The challenge in doing so is that the affluent are inevitably becoming more difficult to get in front of personally. As with the famous line from Jurassic Park – “life will find a way” – so too does technology find a way to... Read more continue reading
17
Mar
2021
Australian-owned wealth and asset manager Real Asset Management (RAM) has been recognised for its commitment to closing the gender pay gap in the financial services industry. RAM CEO Australia Scott Kelly has been appointed as a Pay Equity Ambassador by the Workplace Gender Equality Agency (WGEA), after RAM voluntarily signed up for its program which encourages... Read more continue reading
08
Mar
2021
Recent legislative changes around consent to charge adviser fees are prompting a number of advisers to reconsider their existing platform relationships, in part because of a disagreement over who owns the relationship with clients, says Shannon Bernasconi, Managing Director, WealthO2. Last week, the government passed the Financial Sector Reform (Hayne Royal 4 Commission Response) Bill... Read more continue reading
04
Mar
2021
If you become a recognised expert then business will find its way to you. Prospecting per se ceases to be a problem. Getting to be that recognised expert can be a costless and effective way of marketing yourself as industry, local or national media is constantly looking for opinion-shapers and insight. But even when professionals... Read more continue reading
02
Mar
2021
SuperFriend, the national workplace mental health organisation, has launched a new workshop to its online learning platform, MySuperFriend, on managing challenging interactions and conflict in the workplace. Recommended for all staff members in a workplace, the ‘Managing Challenging Interactions’ course explores conflict management styles, effective methods of communication and de-escalation techniques for challenging and stressful... Read more continue reading
02
Mar
2021
Earn CPD Points
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