Everyone is after the good advice clients it seems…or are they? Robo-advisers, direct marketing, 24/7 online transaction facilities, product kiosks and over the counter solutions to shoppers at supermarkets…these are all “financial advice” choices for consumers today. (For “Financial Advice” read “anything associated with a financial services product or service which may or may not […]
continue readingResearchers at the University of Sydney Business School and industry experts will meet later this month (25th July) in search of answers to the disturbingly high number of corporate merger and acquisition (M&A) deals that fail globally. While many companies turn to M&As as an alternative to organic growth, between 70 and 90 per cent […]
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04
Jul
2019
The typical financial planning report or statement of advice produced for clients is ineffective. Being effective means getting the key points across as quickly and as simply as possible, so that the reader understands them, and is then able to make decisions relatively quickly and easily. It will engage, motivate and rapidly lead to positive action. […]
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28
Jun
2019
Leading education provider Kaplan Professional has announced they have received approval from the Financial Adviser Standards and Ethics Authority (FASEA) for the Graduate Diploma of Financial Planning and bridging courses as stand-alone subjects. Kaplan Professional’s Graduate Diploma of Financial Planning commenced in January 2014 and individuals currently enrolled in this qualification can continue their studies […]
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14
Jun
2019
Since the official introduction of self-managed superannuation funds (SMSFs) in 1999, they have become a significant part of Australia’s $2.6 trillion[1] superannuation sector. At the end of 2018, with assets worth $728 billion, SMSFs represented 27 percent of the total super sector. Bound by an array of rules and regulations, this article, sponsored by GSFM […]
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03
Jun
2019
TAL, a leading Australian life insurance specialist, is running a training course to help financial advisers understand and apply the Financial Planners and Advisers Code of Ethics, which all financial advisers must comply with from 1 January 2020. Run by TAL National Technical Manager, David Glen, the ethics training course had almost 500 financial advisers attend in […]
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31
May
2019
The word trust, according to the dictionary means ‘reliance on the integrity, strength, ability, surety, etc., of a person or thing; confidence.’ Which I believe we would all agree on. But why is it that people trust some financial advisers and perhaps not others? Is it qualifications? Is it because they are part of a particular […]
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22
May
2019
Leading financial services education provider Kaplan Professional has engaged Dr Deen Sanders OAM, Deloitte leader ethics and professionalism, to help build and deliver the three bridging courses required by the Financial Adviser Standards and Ethics Authority (FASEA). The bridging courses are aligned to FASEA’s curriculum and will combine Kaplan Professional’s deep industry understanding and education […]
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22
May
2019
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