Top down asset allocation in 2013

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Welcome to Part 1 of Ray Griffin’s paper on top down asset allocation modeling. In this 2 part series Ray walks you through the process of developing investment portfolios using... Read more continue reading

ASIC breaches: when to hold and when to fold

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Working with ASIC after a breach may be a better, quicker way for financial services business to get back on track than ‘lawyering up’, according to Dr Hillary Ray, Senior... Read more continue reading

Free Webinar: What Does A Quality Advice Business Look Like in 2013?

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This question as well as others will be answered by a leading panel of industry thought leaders; Jim Stackpool, Rachel Staggs, Bob Neill and Colin Williams during a live webinar... Read more continue reading

Zurich Risk Adviser Sentiment Index shows adviser optimism

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The latest measurement of the Zurich Risk Adviser Sentiment Index has shown an overall uptick in sentiment amongst financial advisers active in the Australian life risk market.  The third round... Read more continue reading

Mastering the recruitment challenge #2

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In Part One (published 10 December 2012) I discussed some of the issues you should consider when planning a recruitment campaign. The first two steps covered conducting an analysis/ review... Read more continue reading

Asset based fees – can you charge them?

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Advisers may need to rethink how they charge for advice under the Conflicts Priority Rule in Regulatory Guide 175 (RG175) as asset-based fees have the potential to create just as... Read more continue reading

3 steps for mastering the recruitment challenge – part 1

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2012 has thrown up a number of significant challenges for advisers but the one that has caused no end of frustration has been the issue of staff recruitment. Many owners of... Read more continue reading

Creating a win-win is the key to successful networking

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The key to successful professional networking is as simple as creating a win-win…everyone know that. Advisers historically – for all their networking and personal sales and relationship management skills –... Read more continue reading

The importance of a business succession plan

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Business Risk Institute Australia (BRIA) calculates that over 580,000 Australians may have their financial security put at risk, every year, if business owners are not adequately advised on how to structure... Read more continue reading

5 steps to playing it safe

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How does an adviser play it safe when it comes to proving that they have acted in the best interests of the client? There are 5 key things that the... Read more continue reading