From 28 September 2017, a new source of capital will become available to unlisted businesses – funding by the ‘crowd’. That’s you and me, mums and dads, and of course, the usual suspects – high net worth and institutional investors, who have previously had these investment opportunities pretty much to themselves. How’s it happened? Essentially, […]
continue readingTAL is calling for nominations and applications for the Female Excellence in Advice (FEIA) Award, a joint initiative by the Association of Financial Advisers (AFA) and TAL. The award celebrates women in financial advice who are making a significant contribution to their profession, their community and their clients. Nominations and applications for the award close […]
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16
Jun
2017
Advisers encounter a wide range of clients and are already, consciously or subconsciously, adapt interview techniques to increase the likelihood of achieving a mutually beneficial outcome. For clients, the outcome means finding a trusted partner who can persuade them to make the behavioural and attitudinal changes that are often necessary for them to achieve their […]
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15
Jun
2017
In the past few months the diversity and inclusion spotlight has shone brightly on the wider insurance industry. In late September Lloyd’s ‘Dive in Festival’ elevated the conversation to a global level, with concurrent events held in 10 countries — all focused on enabling diversity and inclusion in the insurance industry. It seems that hardly […]
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24
May
2017
Has the advent of technology and a preoccupation with compliance caused advisers to lose sight of what clients really want? And if so, what can we do to get back to basics? In recent years the advice industry has been dominated by two major concerns. One is technology and how best to assess and adopt […]
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23
May
2017
The mantra of “customer is king” is rubbish. And I keep hearing it from professionals as if it were a commandment which, if breached, will send you straight to hell. A King or Queen supposedly has absolute control. While we know that may not be constitutionally correct in most countries today, the suggestion that a […]
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19
May
2017
Like anyone that has nurtured and worked tirelessly to produce an in-depth research report, yesterday’s announcement of the launch of the Adviser Pricing Models 4th Edition Research Report puts to bed one of the most extensive research reports conducted by Elixir Consulting to date and provides a sense of relief to principal Sue Viskovic. “This has […]
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16
May
2017
The Australian Custodial Services Association (ACSA), the peak industry body representing members of Australia’s custodial sector held its member event in Sydney last week, announcing a number of strategic initiatives and unveiling the 2017 ACSA Award recipients Hosted by Citi, the event reported record numbers with over 50 members attending the first series of member […]
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16
May
2017
For just about any practitioner to lose 56% of their clients in a year would be a disaster. It is enough to jeopardise a practice entirely of course, but even in a best case scenario it will hurt horribly, and for quite a long time. It is a very real possibility too, especially if you […]
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15
May
2017
It’s said that major life events influence the core behaviours that affect the financial decisions we make for the rest of our lives. For financial advisers, this is no different. Zurich’s new series, “Taking five with our latest industry leaders”, sits down with the 2016 AFA Adviser of the Year, Darren Johns, and Practice of […]
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09
May
2017
Earn CPD Points
CPD: Rediscovering the “why” - how giving clients what they want can make your practice perfectHas the advent of technology and a preoccupation with compliance caused advisers to lose sight of what clients really want?...
CPD: Client first – ethics in the post FOFA worldFor most people, the concept of acting in a client’s best interests, the requirement to behave fairly and ethically in...
CPD: 2017 - the year of goals-based advice“Goals-based investing”: it’s a concept that’s gaining increasing currency in investment and financial planning circles and attracting more and more...
CPD: How storytelling can help you get more clients. And that’s no fairy tale!As a financial planner, you probably think storytelling has provenance in parents tucking their kids into bed. Or perhaps you...
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