North’s new virtual educationHUB supporting advisers through COVID

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North’s virtual educationHUB, launched in 2020, has emerged as an important learning resource for thousands of advisers during the pandemic. Launched just after the onset of COVID, the educationHUB has... Read more continue reading

Happy 40th! Why Millennials are no longer the future of financial advice – they are the present

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Introduction In an earlier article in this series, we discussed client segmentation, examining the many different ways segmenting clients and target markets can improve client engagement, efficiency, and practice profitability.... Read more continue reading

Financial advisers save investors from poor decisions during COVID market mayhem

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Financial advisers counselling a disciplined approach to investing over the past year helped Australians avoid a litany of poor investment calls during tumultuous market conditions – adding an estimated more... Read more continue reading

RI Advice announces 2021 Practice of the Year

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Financial advisory and accounting firm, Pride Advice has received the prestigious RI Advice Practice of the Year Award for the fifth time, reflecting the group’s commitment to delivering high quality... Read more continue reading

La Trobe Financial wins two Asia Pacific awards

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La Trobe Financial has announced that it has won two prestigious Asia Pacific awards. The first being the CEO of the Year, Wealth Management Asia Pacific and the second Non-Bank... Read more continue reading

Financial services industry must focus on university graduates or face extinction

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Following tighter industry regulations after the Royal Commission, a financial services beacon is concerned that industry employment is in decline, and is calling on more investment into the career of... Read more continue reading

Ethics – why good people make poor choices

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Ethical values provide a moral compass by which people live their lives and make decisions. This article, sponsored by GSFM, investigates the ways financial advice practices can support ethical behaviour... Read more continue reading

On the Radar: Understanding the businesses that drive Australia’s economy

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The Pitcher Partners network has released its annual Pitcher Partners Business Radar: Understanding the businesses that drive Australia’s economy. Canvassing the trends, challenges and opportunities faced by middle-market businesses across Australia,... Read more continue reading

Client centric segmentation – a best practice framework for advisers

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Extensive research[1] into the underlying pillars of success for financial advice businesses has identified the use of client segmentation strategies as a powerful driver of best practice. Simplistically we can... Read more continue reading

Ethics and the professional practice

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In financial planning, ethics can be distilled into acting in the client’s best interests at all times, acting with competence, honesty, integrity and fairness. In short, the way any one... Read more continue reading