90 West Asset Management passes $250M FUM Milestone

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Solid performance, global partnerships and future prospects attracting strong investor interest Specialist Australian natural resources investment management firm 90 West Asset Management (90 West) yesterday announced that funds under management (FUM) has... Read more continue reading

Succession planning experts say looking inward first leads to 50% uplift in key financials

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Wealth valuation specialists launch Peloton Partners; aim to help wealth advisers optimise businesses value Three  experienced financial industry advisers have launched a new specialist consultancy group aimed at helping wealth... Read more continue reading

MDS & Libertas team up to offer advisers new ‘Build your own Dealer Group’ option

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My Dealer Services Pty Ltd (MDS) Chairman Don Wiggins has announced that the specialist support service provider for advisers seeking their own Australia Financial Services Licence (AFSL) has teamed together with Libertas... Read more continue reading

It’s time IN your marketing, not timing OF your marketing

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I know, I’ve abused a very popular axiom about investing, but as investment success is gained by time in the market, it’s exactly the same rule when it comes to... Read more continue reading

Industry exit predictions failing to materialise – ‘fussy’ buyers seeking value

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Industry predictions of large scale exit by financial planning business owners leaving the sector have not materialised as principals find themselves in a holding pattern preferring to defer their exit plans until... Read more continue reading

5 ways to improve client engagement and intimacy

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In our third and final instalment in this CPD series, we will guide you through how to produce your own to-camera videos and where to post them so potential clients... Read more continue reading

My Dealer Services experiencing business growth as more advisers demand own AFSLs

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My Dealer Services Pty Ltd (MDS) Chairman Don Wiggins has announced that the specialist support service provider for advisers seeking their own Australia Financial Services Licence (AFSL) is experiencing a significant increase... Read more continue reading

Five tips to get your interview strategy right

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The job you want is within your grasp and all you have to do is get through the interview. To make sure that you are best placed to get yourself... Read more continue reading

How to ensure you are compliant while using social media

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Remaining compliant as a financial adviser and not breaching any regulations, whether they concern the provision of best practice advice, privacy constraints, or legal responsibilities to remain within certain boundaries is actually... Read more continue reading

Bombora Advice – A specialised focussed model in a changing marketplace

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As the August launch of Bombora Advice nears Managing Director Wayne Handley confirmed that the new risk focussed business would be fundamentally different to the traditional licensee model that is... Read more continue reading