AustralianSuper wins Chant West Super Fund of the Year

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AustralianSuper has been named Super Fund of the Year at the ninth annual Chant West Super Fund Awards last night in Sydney. More than 300 guests from across the industry... Read more continue reading

Robo-Advice? It is GREAT for an adviser business…

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The first sale you have to make…How to get your prospects attention…and keep it. Robo-advice is great for all of us in the advice arena, because WE learn more about... Read more continue reading

Financial consumer protection – part 3 – adviser priority checklist and calendar

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In a continuation of our series on Financial Consumer Protection, this article examines the latest raft of regulatory changes that will impact – directly and indirectly – financial advisers from... Read more continue reading

How to bring your client experience vision to life

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Here are six essential ways you can influence the client experience through your team. What’s it like doing business with your team? Do your clients come away feeling confident in... Read more continue reading

Client engagement in the new world – Adviser toolkit

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Client engagement – it’s time for new tools Financial advisers have been dissecting the topic of client engagement for decades, and with good reason; client engagement is the bedrock of... Read more continue reading

The financial advice profession: Are we there yet?

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The incessant debate about whether financial advice can be called a profession or whether it is an “industry” keeps rolling along and mostly the debate is within the industry. Those... Read more continue reading

What is Outsourced CIO?

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Outsourced CIO stands for outsourced chief investment officer, or, more broadly, outsourced investment management. The term refers to the full or partial outsourcing of a financial planner’s investment function to... Read more continue reading

Advisers focus on getting back to business as COVID relief ends

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Advisers are focusing on proactive strategies for clients, with superannuation and particularly contributions top of mind, as social security measures take a back seat. In the March quarter, the top... Read more continue reading

Financial consumer protection – part 2 – the art of the conversation (having, recording, storing, using, protecting)

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If the essence of the financial adviser/client relationship is trusted conversations, then the way the outcomes of those conversations are recorded, secured, and shared, is of paramount importance. Protecting clients’... Read more continue reading

Count Financial’s Risk Insurance Academy wins innovation award

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Count Financial Limited (Count Financial) and MetLife Australia’s ‘Risk Academy’ has won the Risk Product Innovation – Adviser Support award, at the recent Plan for Life/AFA 2020 Life Company of... Read more continue reading