Future value of financial planning practices continues to concern owners

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Seaview Consulting Directors Bob Neill and David Fotheringham have confirmed that the impact of FoFA and the release of numerous reports and findings over the past six months is the source of... Read more continue reading

20 lessons in the evolution of a LinkedIn user

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Back in the beginning of my personal social media evolution, about 3 years ago, a friend sent me a LinkedIn connection request…and I had no idea what LinkedIn was, or... Read more continue reading

Outdated ERM approaches puts billions of dollars worth of corporate Australia’s bottom line under threat

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Billions of dollars’ worth of revenue from Australian business could be under threat from out of date enterprise risk management (ERM) practices. While the Australian financial services industry is waking... Read more continue reading

Best interest duty – business risks in due diligence

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Many are familiar with the industry buzz phrase, Operational Due Diligence, although many industry experts prefer the phrase “business risk due diligence” – in either case the review is the... Read more continue reading

Five tips for surviving curve ball interviews

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Curve ball interviews can be not only unsettling but unhinge you to the extent that your chances of getting the job you had your heart and souls invested in are... Read more continue reading

The email cycle: getting back your productivity

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When was the last time you felt relaxed and totally in control of your workload? We have noticed that everyone is busy, busy, busy right now. So here are our... Read more continue reading

Investment Trends 2013 Planner Business Model Report

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Key findings of the Investment Trends 2013 Planner Business Model Report: Return in investor confidence in early 2013 helped lift planners’ businesses Planners still see many challenges arising from FoFA,... Read more continue reading

Securitor: highest adviser advocacy in the industry

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Securitor has been ranked by advisers as the best dealer group in the financial planning industry, according to research published by Investment Trends 2013 Planner Business Model Report. Measured by... Read more continue reading

Saxo Capital Markets raises bar on transparency of client money (TOCM)

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Saxo Capital Markets (Australia) Pty Ltd (Saxo) has called on all financial services firms managing client money to boost transparency, unveiling a market leading initiative that will see a review... Read more continue reading

I, Robot: (Not)!

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Am I a Robot if I automate my business? In financial services we generally accept that it is a wise move to automate as much as possible in our processes.... Read more continue reading