Which would you rather be: a brilliant technician, and bored, or the orchestrator running the show?

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Professional development is all the rage…the regulators and the professional associations and training providers in the compliance space are all putting it top of mind continuously. And virtually all of... Read more continue reading

An article about trust – marketing for financial advisers

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I hate to start an article off with a negative but never before has the industry rated so poorly for trust. Trust really is the cornerstone of your business and... Read more continue reading

Ethics and insurance in financial advice

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In the first article of this ethics series, we examined the broad application of ethics in financial practice. In this second article, the focus is on life insurances and the... Read more continue reading

AMP and Griffith University boost support for adviser professionalism

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AMP is funding a research fellowship in financial advice as part of its effort to raise professional standards in the industry and ensure Australians have access to quality advice. Griffith... Read more continue reading

FASEA releases program and provider accreditation policy

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FASEA has released its final FPS002 Program & Provider Accreditation Policy. The policy was informed through stakeholder consultation and two pilot accreditations conducted at Higher Education Providers (HEPs). The policy... Read more continue reading

Don’t lose tomorrow’s leaders, lock them in

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As the level of M&A activity increases in the financial services industry post Royal Commission, it’s time to put in place incentives so you don’t lose key employees. Many business... Read more continue reading

Good? Fast? or Cheap? What sort of advice is it going to be?

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A few years ago a university in New Zealand conducted a study to find out where consumers were turning to for financial advice. At the time they found that the... Read more continue reading

Ethics and financial practice

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The recent Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry (Royal Commission) highlighted numerous situations in which best practice – and arguably, an ethical approach to... Read more continue reading

Coping with change in the wake of the Banking Royal Commission

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The Banking Royal Commission has brought down a set of recommendations, most of which look likely to be adopted by the Government, regardless of who wins the next federal election.... Read more continue reading

How to find your Niche

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Knowing and working exclusively in your niche is nirvana for most professionals. Your niche is that absolute sweet spot where what you are fabulous at overlaps with what you love doing, and it is... Read more continue reading