The Dawson Partnership 2015 Hiring Intentions Survey results

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The Dawson Partnership Hiring Intentions Survey canvasses a broad range of institutional and independently owned wealth management businesses, including investment management companies, superannuation funds, financial planning companies and diversified financial services groups. ‘The Hiring Intentions Survey found that there has been an increase in the number of organisations intending to hire new employees in 2015... Read more continue reading

AdviserLogic launches Licensee Console and CRM

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Financial planning software provider, AdviserLogic, has launched Licensee Console (the console) and Licensee CRM, enabling Australian Financial Services Licensees (AFSL)s to deliver direct-to-practice enhanced services, more efficiently. AdviserLogic head of product development, Daniel Gara, says the console makes life easier for both the licensee and the planner, in that information that the licensee needs to... Read more continue reading

Why is it that some businesses just flourish?

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I find that when business owners get a little down time away from the office and clients (and staff!), they can’t help but do some contemplative thinking about what’s happening in the business, and invariably they end up with some ideas of things they’d like to do better – or new exciting ventures they’d like... Read more continue reading

Fortnum launches new advice company for accountants

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Independently-owned advisory firm Fortnum Financial Group has launched a compelling business coaching and licensing offer for accountants with the firm predicting a wave of practitioners will rush to become licensed in the second half of 2015. New Fortnum subsidiary, Fortnum Professional Strategies will provide class of product licensing and a wide range of complementary services including... Read more continue reading

The maximum value zone

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Many professional services firms are actively lifting service levels as a means of differentiation from the competition – and it is an excellent strategy that leads to a good business. The zone of maximum potential value for a services firm though is elevated service levels over and above the competitors as well as doing different things in... Read more continue reading

What’s the point of all this business effort?

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Everyone is busy being busy, but what is the point of it all? What is the purpose that drives all the business building activity? Businesses that experience superb growth typically have an owner, or owners, who have clarity of purpose and that purpose sits at the heart of everything they do. I have written before... Read more continue reading

Financial planners must use online videos to drive financial education

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Online videos a necessary tool to grow business Financial planners risk losing market share if they don’t quickly adopt video for their communication and marketing strategies, says Fiona Parker, General Manager, Wealth Know How. “Video content will account for 69% of all consumer online traffic by 2017, according to a recent global Cisco study,” Ms... Read more continue reading

Key findings of the Investment Trends 2014 Planner Business Model Report

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Planners’ businesses continue to improve But many are facing challenges relating to demonstrating value to clients and improving business efficiency Aligned dealer group channels are at risk and we may be entering a period of increased upheaval Planners’ businesses have continued to improve from last year Improvements across a range of key planner business metrics... Read more continue reading

OneVue to acquire Select Asset Management and Select Investment Partners

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OneVue Holdings Limited (OneVue) last week agreed to acquire Select Asset Management Limited, trading as Select Fund Services and Select Investment Partners Limited. Select Fund Services (SAML) is a specialist provider of responsible entity (RE) services and one of Australia’s leading REs for multi-asset trusts. The business also provides services to leading single strategy managers and... Read more continue reading

Don’t let fraudsters sabotage your businesses

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The threat of people fraudulently representing themselves using creative licence is real and is evidenced in up to one in five resumes including false and misleading information that is designed to get potential employees leap frogging their competition. This fraudulent activity ranges from lies of omission where dates of unemployment are ‘smoothed out’ of a... Read more continue reading