The rise of the e-Adviser

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There appears to be plenty of research from larger markets such as the USA to suggest there is a new type of financial adviser out there, dubbed the “e-Adviser”, who is winning way more business than other advisers are. An e-Adviser is not a robo-adviser either….thought I would just get that one out of the […]

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Big wins come from being decisive

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Paralysis from analysis is an achilles heel of professional services it seems, and there is a general need for leaders to be more decisive if they want big wins in business. Indecision is prevalent at the moment, with uncertain political and macroeconomic factors, the opaque nature of ongoing regulatory reform in many sectors, and increasing […]

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Employment outlook for finance sector positive despite impact of disruption

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Despite the impact of digital disruption and a candidate shortage, the employment outlook in the Finance, Insurance and Real Estate sector remains cautiously optimistic. This is according to the latest ManpowerGroup Employment Outlook Survey, released today, which shows twelve per cent of employers in this sector intend to increase hiring in the coming quarter, while […]

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Digital and Social Media with the Australian Advice Industry

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It appears that the Australian advice industry is split when it comes to whether reputational risk prevents them from participating on social media channels, according to research carried out by Midwinter Financial Services in conjunction with Jenesis Consulting. In 2016, Midwinter surveyed 153 advisers of varying backgrounds and specialisations on Digital and Social Media, with […]

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Cold calling just ain’t social

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“Advisers are finding success using social sites to cull prospects, build their brand, communicate with clients and improve their referral network” according to a recent article by Liz Skinner. Apparently some 85% of advisers in the US are now actively using social media if the results of a survey of just over 1,000 advisers can […]

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Australian job outlook positive for 2017, despite a year of change and more uncertainty ahead

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As 2016 draws to a close and businesses set their sights on the year ahead, Australian employers appear to be keeping a level-headed approach to hiring despite broader economic and political uncertainty. This is according to the latest ManpowerGroup Employment Outlook Survey, released today, which shows that hiring intentions remain cautiously optimistic, with some job […]

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Institutional financial planning business model is dead – what about the future?

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History will judge institutional ownership of financial planning in Australia as a venture that failed to live up to expectations says Connect Financial Service Brokers (Connect) CEO Paul Tynan as a number of the industry’s largest players head for the exit and begin to shut down their advice arms. Some of these Australian institutions are […]

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Compass Index reveals shifts in business sentiments across Asia’s hubs

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According to the Compass Index, where 1,200 respondents across seven countries in APAC were surveyed, employees in Hong Kong, Singapore, China and Australia weren’t too optimistic about how external factors would affect their businesses this year. In fact, 42.3% of workers in China expressed concern about how the world economy would affect their business, while […]

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Barry Lambert predicts 2017 the “Year of the Robo”

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Digital financial advice is poised for rapid uptake in Australia, with 2017 set to be the year when professional financial businesses adopt ‘robo-advice’ as an essential element of their client offering. Ignition Wealth is at the forefront of the pack of Australian digital financial advice technology providers. “Everyone is talking about the cloud revolution and […]

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…so, which urgent and important person comes first?

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The classic urgent AND important dilemma: your best client is on the phone talking to you.  An incoming call from your top Centre-of-Influence comes in while talking to your best client. Do you “end and accept” – hanging up on your best client?  Do you ignore your COI? Are you going to upset either of […]

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