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Cbus CEO David Atkin named 2017 FEAL Fund Executive of the Year

From Cbus

Cbus Chief Executive Officer David Atkin has been named the winner of the 2017 Fund Executive Association Limited (FEAL) Fund Executive of the Year award, continuing a legacy of recognising... Read more continue reading

04 Aug 2017

Overwhelming need affinity and expertise – key reasons for mature planners to defer exit says Mentor MD

From Mentor Education Group

At a time when there is an overwhelming and growing need by mature age and senior Australian consumers to address the complexity of financial issues and longevity risks in retirement,... Read more continue reading

02 Aug 2017

Rules of engagement – Learnings from Adviser and Practice of the Year

From Zurich Financial Services Australia

How do you eat an elephant? We all know the saying, but you may be surprised to find out just how many advisers fail to apply this lesson to their... Read more continue reading

01 Aug 2017

Individual licencing BOLR & platforms – the future for the financial industry is still filled with challenges

From Connect Financial Services Brokers

Whether it be the start of a new financial or calendar year, the issues confronting the financial services industry, especially the advice sector, are all the same and actually increasing... Read more continue reading

18 Jul 2017

CIMA Certificants on a fast track to CFP certification

From PortfolioConstruction Forum

The Financial Planning Association of Australia (FPA) has exempted Certified Investment Management Analyst® (CIMA®) certificants from a core component of the Certified Financial Planner® (CFP®) program. The exemption offers Australian... Read more continue reading

13 Jul 2017

Get more business by unbundling planning

From Tony Vidler - Adviser to the Advisers

Planning is often HUGE to a client, and that is itself a barrier to engagement. Unbundling the planning process can create higher numbers of prospects and clients engaging with you,... Read more continue reading

06 Jul 2017

Want to get ahead? It’s time to get curious

From Michelle Gibbings - Change Meridian

Curiosity – it’s a simple concept in many respects. And yet it is something we find harder to do as we get older. It’s almost as though it is abandoned... Read more continue reading

27 Jun 2017

Advisers rise to meet challenges despite the rising cost of being in business

From Synchron Group

Financial advisers are demonstrating a commendable commitment to their profession in the face of considerable commercial pressure, according to Synchron Director, John Prossor. “It is a testament to the commitment... Read more continue reading

26 Jun 2017

Crowd sourced equity funding – a quick primer

From The Fold Legal

From 28 September 2017, a new source of capital will become available to unlisted businesses – funding by the ‘crowd’. That’s you and me, mums and dads, and of course,... Read more continue reading

16 Jun 2017

Calling all aspiring female financial advisers: Female Excellence in Advice Award nominations open until July

From TAL

TAL is calling for nominations and applications for the Female Excellence in Advice (FEIA) Award, a joint initiative by the Association of Financial Advisers (AFA) and TAL. The award celebrates... Read more continue reading

16 Jun 2017

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Earn CPD Points

CPD: Why private market assets belong in client portfolios
Australia’s superannuation funds have quietly reshaped their portfolios over the past decade, and the numbers tell the private markets story better than any commentary can. Hostplus allocates 38% of its [...]
CPD: Diversifying portfolios with Emerging Market debt
For advisers building diversified portfolios, especially those focused on generating income, Emerging Markets (EM) debt deserves consideration. The asset class has converged steadily toward Developed Market (DM) standards over the [...]
CPD: The end of tax certainty? Adviser use-cases for investment bonds after Budget 2026
Why your peers are talking about investment bonds again A critical foundation of strategic financial advice is certainty about how a financial structure will be taxed, now and into the [...]
CPD: Maximising super contributions before retirement
For clients in their fifties and early sixties, superannuation stops being a distant concept and becomes a countdown. This article, proudly sponsored by Allianz Retire+, explores how clients can maximise [...]
CPD: Trust – the unseen foundation of ethical financial advice
Trust sits at the heart of every successful financial advice relationship. In this article, proudly sponsored by GSFM, the importance of the trust relationship and its link to ethical practice [...]