Wealth Enhancers offers 3 scholarships for its Coaching Academy training program

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Wealth Enhancers, Australia’s leading financial advisory firm for Millennials has launched earlier this year the Wealth Enhancers Coaching Academy (WECA), a 3-day intensive face-to-face program created for financial advisers who want to excel in advising Millennials along with scaling their own business. The course is led by Wealth Enhancers co-founder and Chief Investment Officer Finn […]

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Zenith to provide voting guidance to financial advisers

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Zenith has announced it will now provide formal recommendations on how financial advisers should vote in the best interests of their clients on investment matters that require an investor vote. The growth in investment vehicles has underpinned an increase in investment managers requiring unit holders to approve material changes, such as changes to the investment […]

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Improving financial literacy & personal coaching are keys to adviser / client success

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Sentry Group Chairman and Managing Director Murray Hills said irrespective of the digital age, increased regulation and compliance, the bar has irreversibly changed for what it means to be a successful professional financial adviser and Sentry’s Aspire Partner practices are leading the way. Our Sentry Advice Aspire Partners program emerged after Sentry reviewed its business model and moved away […]

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Wealth Enhancers makes 2018 Best for the World: Changemakers list 

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We are incredibly proud to announce that Wealth Enhancers was recognized as one of the companies making the most positive improvement in its overall impact based on the independent, comprehensive assessment made by B Lab. Wealth Enhancers was named in 2018 Best For The World: Changemakers list, which recognizes the positive impact and behaviour change among […]

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Lehman: 10 Years After

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Chief Market Strategist, Dave Lafferty discusses what lessons Investors might have learnt 10 Years after the collapse of Lehman Brothers. It’s often said that you should never let a good crisis go to waste. As we approach the 10 year anniversary of the seminal event of the Global Financial Crisis – the collapse of Lehman […]

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Queensland takes out honours in Centrepoint Alliance 2018 Advice Firm of the Year Awards

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Two Queensland firms have taken top honours in this year’s Centrepoint Alliance Advice Firm of the Year awards, announced during the Centrepoint Alliance Annual Partner Summit, which was held in Hanoi last week. Sunshine Coast firm, Ethica Private Wealth Specialists, was named Advice Firm of the Year (gross revenue less than $1M), and Brisbane firm, […]

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Diploma of Financial Planning is not dead – long live the much-needed Diploma

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While the Diploma of Financial Planning (DFP) will no-longer be the minimum educational requirement for financial planners in 2019, it will continue to be the qualification of choice for those looking to start their career as an associate adviser, paraplanner, client relationship manager and other non-advice roles said Mentor Education Group founder and principal Dr Mark […]

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2018 Aon Benfield Scholarship winner announced

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 Aon Benfield and the Australian and New Zealand Institute of Insurance and Finance (ANZIIF) are pleased to announce the 2018 Aon Benfield Scholarship has been awarded to Mowen Lee. Mr Lee is a Risk Adviser at Victorian Managed Insurance Authority, and submitted the winning entry on this year’s topic: The non-insurance gap – a growth […]

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Demand for advice industry coaches and mentors to spur new post retirement career opportunities

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Despite the constant negative predictions of an unprecedented exodus of mature age advice practitioners, their expertise and skills will be demanded to fulfil new and emerging roles as the industry transitions into the post FoFA, Royal Commission era said Mentor Education Group founder and principal Dr Mark Sinclair. Commenting further Dr Sinclair said “Whatever the […]

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Portfolio Construction Forum: FASEA Proposals fail to address the ‘P’ and ‘D’ of CPD

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Portfolio Construction Forum is drafting a submission, to be delivered to the Financial Adviser Standards and Ethics Authority (FASEA) as part of the consultation process on new continuing professional development (CPD) standards. The Forum’s submission will set out its significant concerns about the robustness of the proposed CPD regime, and recommend relevant and meaningful alternatives. […]

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