When natural disaster catches a company under-prepared, the chief financial officer is increasingly on the hot seat to break the bad financial news to shareholders and investors. That according to a new FM Global whitepaper, Master the Disaster: Why CFOs Must Initiate Natural Catastrophe Preparedness in 2019 and Beyond, based on an analysis of 10-K filings […]
continue readingAdvisers frequently settle for being average, and it is definitely not because they want to be average, but because they don’t really know what it takes to elevate their performance exponentially. They often ask how one professional can be so much more successful than they are and assume that there is some magic at work. […]
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13
Dec
2018
As the financial advice industry puts the spotlight on adviser education and technical competency with the release of the FASEA revised standards, soft skills remain a priority for clients, according to research from MetLife Australia. The MetLife Adviser-Client Relationship Report 2018 examined attitudes to purchasing life insurance through a financial adviser, surveying consumers and small to medium […]
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07
Dec
2018
The most challenging area of financial advice which is subject to perpetual testing is the question of “suitability”. WHY was a particular piece of advice appropriate for a particular client? What factors were considered, or even discarded, that led to a particular recommendation as being the right advice? It is an area that holds the […]
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28
Nov
2018
The success and feedback of students in Mentor Education Group’s (Mentor) inaugural Real Estate Agents Representative Course (Victoria) has reaffirmed the national RTO’s opinion that property will continue to attract career aspirants as well as professional financial advisory practitioners seeking to position themselves for the future beyond the Royal Commission and FASEA said Mentor founder and […]
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28
Nov
2018
While an annual review with an adviser is essential to ensuring clients understand their life insurance, and it’s what they’re asking for, only half of advisers are doing regular reviews, according to a new report by MetLife Australia. The MetLife Adviser-Client Relationship Report 2018 examined consumer and small to medium enterprises (SMEs) attitudes to purchasing life insurance […]
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16
Nov
2018
Financial advisers are now able to access investment research, encompassing clients’ whole of life needs, with the announcement by Lonsec of the inclusion of superannuation fund research in its iRate platform. The research is provided by SuperRatings, Lonsec’s specialist superannuation product research team, which has provided in-depth superannuation fund benchmarking and research for over 20 […]
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16
Nov
2018
IdeaSpies Enterprise, a platform for ideas that will improve business performance, yesterday revealed the results of an Employee Innovation Survey. The purpose of the survey was to determine if employees have a voice in helping their organisations succeed. Innovation was defined simply in the survey as “implementation of ideas that add value”. There are many […]
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16
Nov
2018
The Association of Financial Advisers (AFA) and the Beddoes Institute will reveal the life insurance companies that delivered superior product, service and claims experiences over the past year, according to life insurance customers themselves at the annual Consumer Choice Awards (the Awards) this week. The Awards are based on the findings of the 2018 Beddoes […]
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14
Nov
2018
Advisory Summit Fiji is an adviser-focused forum led by pioneering practitioners and captivating key speakers. Wholly impartial, Advisory Summit Fiji will immerse you in a liberating educational experience that will enable you to evolve your best business practice in 2019. Crafted by an eclectic and highly attuned team, Advisory Summit Fiji is an opportunity for […]
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08
Nov
2018
Earn CPD Points
CPD: Independence Day - how advisers are recapturing the advice industryConsolidation may well be the current watchword in the advice industry, but that doesn’t mean ‘independent’ advisers aren’t making their...
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