Best Practice

You are in Business Excellence ⁄ Best Practice

How do you know your financial advice is suitable?

From Tony Vidler - Adviser to the Advisers

Knowing that your financial advice is suitable for a client is something that every professional adviser is willing to attest to, but proving it when challenged can be incredibly difficult. Advisers are increasingly being challenged and therefore seeking assurance that their practices are robust and will withstand such scrutiny. Whether that scrutiny is a client […]

30 Mar 2020

Further payroll tax relief will help business

From Business NSW

A further deferral of payroll tax instalments announced by the NSW Government will be appreciated by medium and larger business owners across the state, according to the state’s peak business organisation, Business NSW. The package has been announced as part of a second stimulus from the NSW Government including a $1 billion Working for NSW fund. “There will be a deferral of […]

30 Mar 2020

CPD options for Australian financial advisers during the current COVID-19 pandemic

From AdviserVoice

AdviserVoice has over many years developed a hard-fought reputation of strong support and professional focus with and on behalf of the Australian financial advisory community. Our dedicated team wants to take the time to remind every Australian financial adviser that we are here to support you as you provide much-needed guidance and support in turn […]

20 Mar 2020

HLB Mann Judd wins Best Firm, Best Accountant and Best Professional at Client Choice Awards

From HLB Mann Judd

Accounting and advisory firm HLB Mann Judd has walked away with three accolades at the 2020 Client Choice Awards, including being named Best Accounting Firm (revenue $50 – $200 million), Best Accountant (Litsa Christodulou) and Best Professional (Litsa Christodulou). It is the sixth time that HLB Mann Judd has won the Best Accounting Firm Award […]

20 Mar 2020

Are you offering advice clients fast food or fine dining?

From Tony Vidler - Adviser to the Advisers

Many advisers are unsure about what they offer advice clients – cheap and cheerful advice on the fly, or a superb planning experience. Both do the job, albeit in different ways. But offering fast food at silver service prices is a business model that will struggle…and that’s what happens when there is no clarity on […]

16 Mar 2020

Seeking gender balance inside and outside of the boardroom

From Robeco

The relationship between the number of women in corporate leadership roles and superior business performance has been the subject of much recent research into gender equality. Using real corporate data, RobecoSAM examines the employment of women at different levels to understand the extent of this relationship. Gender imbalance The relationship between the number of women […]

13 Mar 2020

Formalising client feedback driving cultural change

From HLB Mann Judd

Professional service firms need to better accept client feedback if they are to institute consistent service across the breadth of their organisations, according to HLB Mann Judd Australasian Association chairman, Tony Fittler. The HLB Mann Judd Australasian Association and its partner firms has been conducting a formal net promoter score (NPS) program through Melbourne-based consultancy, […]

13 Mar 2020

How accountants and planners manage the Five R’s will define business success beyond 2020

From Australian Wealth Solutions

Far too many accountants and financial planners have entered the new decade failing to recognise and appreciate that the future of their advisory businesses is dependent on how well they manage and navigate the Five Rs – Risk Renewal Regulation Relationships and Reputation. For those that failed to master them effectively, the ramifications have been […]

05 Mar 2020

Eileen Riley from Loomis Sayles named one of the top 20 female Portfolio Managers in the US

From Loomis Sayles

Eileen Riley, co-portfolio manager of the Loomis Sayles Global Equity Fund, has been named one of Citywire’s top 20 female portfolio managers in the US for the second year in a row. Ranked at #11, Eileen was selected from several thousand portfolio managers. Citywire used their proprietary database and methodology to put together a list of the […]

27 Feb 2020

CPD: Ethical obligations in a financial advice practice

From AdviserVoice - This series of Ethics CPD is proudly brought to you by GSFM

On 1 January 2020, FASEA’s code of ethics became enforceable by law, requiring advisers to comply with its 12 detailed standards. Each standard is explored in detail in FASEA’s guidance. This article, sponsored by GSFM, examines the implications of this in practice and explores ways to ensure your practice and all who work within it […]

19 Feb 2020