Best Practice

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Insurers can’t afford to ignore digital

From ANZIIF - Australian and New Zealand Institute of Insurance and Finance

Ignoring digital disruption may leave insurance businesses vulnerable to the threat of newcomers unless insurers start seeing the risk of not being online as greater than the risk of being... Read more continue reading

13 Nov 2015

Gerry Porter wins Michael Murphy Award

From Synchron Group

Synchron’s Queensland state manager and industry stalwart Gerry Porter was last week presented with the AFA’s prestigious Michael Murphy Award (the Award) at the AFA 2015 National Adviser Conference in... Read more continue reading

09 Nov 2015

How to build an award-winning business: Four lessons from the AFA Adviser of the Year

From Zurich/AFA Adviser of the Year

Now in its thirteenth year, the AFA Adviser of the Year (and more recently, the Practice of the Year) award is about recognising the best of the best. The award... Read more continue reading

28 Oct 2015

What prospects want when they Google you

From Tony Vidler - Adviser to the Advisers

We all know that the majority of potential customers these days will Google the service they think they might need…even if they have been referred to you, they will Google... Read more continue reading

19 Oct 2015

XY Adviser launches its biggest adviser event to date

From XY Adviser

XY Adviser will host its first full-day event in November, continuing its pursuit of improving advice in Australia. Through sharing innovative ideas among members, sessions will be focused on providing... Read more continue reading

09 Oct 2015

Megatrends: Technology and the connected consumer

From Zurich Financial Services Australia

We live in an increasingly connected world. We’re more informed and more connected to the world around us than ever before. Faster internet, cheaper smartphones, smart wearable devices and the... Read more continue reading

29 Sep 2015

Sales technique is the key to opening minds

From Tony Vidler - Adviser to the Advisers

Despite the focus on our increased technical knowledge and the emphasis upon good process, financial advisers continually find themselves being called upon to “sell”. A large problem for many newer... Read more continue reading

25 Sep 2015

How are you looking? Are you doing these 5 BIG Things to look great?

From Tony Vidler - Adviser to the Advisers

Have you taken a really good look at yourself? Professionally that is… For most of us, our reputation precedes us…people are forming impressions about us from the initial contact and their... Read more continue reading

14 Sep 2015

Afiniation Showcase presenters announced

From Afiniation

Afiniation is delighted to announce the list of presenters for the Afiniation Showcase. The annual Showcase 2015 in Sydney is only 10 days away and it is time to reveal the lucky 30... Read more continue reading

14 Sep 2015

Afiniation joins Citi Mobile Challenge Asia Pacific

From Afiniation

The unique Australasian FinTech network Afiniation yesterday announced that it is now working with global financial services company, Citi, on the Citi Mobile Challenge program. The Citi Mobile Challenge in Asia Pacific is a next-generation... Read more continue reading

09 Sep 2015

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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 [...]