New whitepaper reveals CFOs accountable for natural catastrophe loses in the year ahead

From

When natural disaster catches a company under-prepared, the chief financial officer is increasingly on the hot seat to break the bad financial news to shareholders and investors. That according to... Read more continue reading

Why settle for average?

From

Advisers frequently settle for being average, and it is definitely not because they want to be average, but because they don’t really know what it takes to elevate their performance... Read more continue reading

Adviser soft skills need to remain a priority: MetLife  

From

As the financial advice industry puts the spotlight on adviser education and technical competency with the release of the FASEA revised standards, soft skills remain a priority for clients, according... Read more continue reading

The art of giving suitable advice

From

The most challenging area of financial advice which is subject to perpetual testing is the question of “suitability”.  WHY was a particular piece of advice appropriate for a particular client?... Read more continue reading

Mentor’s first real estate course a success attracting career aspirants & property advisory professionals

From

The success and feedback of students in Mentor Education Group’s (Mentor) inaugural Real Estate Agents Representative Course (Victoria) has reaffirmed the national RTO’s opinion that property will continue to attract career... Read more continue reading

Annual reviews the key to client and business success

From

While an annual review with an adviser is essential to ensuring clients understand their life insurance, and it’s what they’re asking for, only half of advisers are doing regular reviews,... Read more continue reading

Understanding super no longer optional for advisers

From

Financial advisers are now able to access investment research, encompassing clients’ whole of life needs, with the announcement by Lonsec of the inclusion of superannuation fund research in its iRate... Read more continue reading

Survey finds employees believe they are the best source of innovation

From

IdeaSpies Enterprise, a platform for ideas that will improve business performance, yesterday revealed the results of an Employee Innovation Survey. The purpose of the survey was to determine if employees... Read more continue reading

Customers identify superior life insurance companies

From

The Association of Financial Advisers (AFA) and the Beddoes Institute will reveal the life insurance companies that delivered superior product, service and claims experiences over the past year, according to... Read more continue reading

Who better to help curate the best business advice for you, than you?

From

Advisory Summit Fiji is an adviser-focused forum led by pioneering practitioners and captivating key speakers. Wholly impartial, Advisory Summit Fiji will immerse you in a liberating educational experience that will... Read more continue reading