Are you promoting a culture of self-responsibility to increase your team’s performance?

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It makes sense conceptually that a business will be far more productive if staff are taking responsibility for as much as possible, and going above and beyond the call of... Read more continue reading

Work harder to attract young advisers

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With a large number of advisers leaving the industry and fewer choosing to specialize in risk, Synchron Director, Don Trapnell, says the industry needs to make the profession more appealing... Read more continue reading

Higher qualifications are one solution…but who is going to teach the educators?

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Connect Financial Service Brokers (Connect) CEO Paul Tynan welcomes the current moves to increase the education standards, knowledge and technical skills of advisers, but asks who is going to teach... Read more continue reading

Electronic disclosure requirements – more is needed

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A lack of consistency and tricky restrictions in regulatory requirements for electronic disclosure documents means financial planners, insurance providers, credit providers and Fintech companies should all be doing their homework... Read more continue reading

Zurich urges advisers to ‘accentuate the positives’ in wake of fresh sentiment research

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Zurich Financial Services Australia Limited (Zurich) is urging the financial advice profession to accentuate the positives, as new research shows adviser sentiment is at its lowest level in two and a half... Read more continue reading

Financial Planning practice “health” back to pre-GFC levels but still areas to address

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The latest Rubik Financial/Business Health Future Ready VI report* shows an overall improvement over the past two years in the “health” of Australian advisory practices, but there are still some... Read more continue reading

New videos to deepen client engagement and understanding

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National dealer group Affinia Financial Advisers has developed two client-facing videos to assist advisers to better engage with their clients and promote their value as a risk professional. The first... Read more continue reading

Legal requirements for SoAs only part of the problem

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Many of the issues raised recently around producing compliant Statements of Advice (SoA)s can be overcome without changing legislation, according to The Fold Legal (The Fold). Managing Director of The... Read more continue reading

Are you and your team thinking like high performers?

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In 2014 we explored the foundations of high performance. We highlighted that in order to maximise your performance you need to maximise your energy. And your energy comes from three... Read more continue reading

Costly interview mistakes and how to avoid them

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When hiring the most common form of assessment is interviewing. Yet we know that the interview process has its flaws. Let’s admit it, we have all made poor hiring decisions... Read more continue reading