Business Excellence

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Five steps to client engagement in times of crisis – part one

From AdviserVoice - This Risk article is proudly brought to you by Zurich

The word unprecedented has been used with increasing regularity in 2020. We started the year in the middle of an unprecedented bushfire season that continued in its ferocity. The COVID-19... Read more continue reading

11 May 2020

Retain staff and increase business with non-cash incentives

From The Fold Legal

The COVID-19 pandemic is testing us all but innovation is thriving. Increase revenue, retain cash and keep staff and referral partners motivated by being innovative with non-cash incentives. If done... Read more continue reading

11 May 2020

Less wealthy Australians lack confidence in retirement, seek better and more regular information from super funds

From Qantas Super

Key points Five segments of super fund members have been identified from the Qantas Super CSBA Retirement Confidence Index (RCI) data collected over the last two years: Confident Empty Nesters,... Read more continue reading

08 May 2020

Health and wellness in advice – powering better financial and lifestyle outcomes for your clients

From AdviserVoice - This Risk article is proudly brought to you by Zurich

Introduction The topic of ‘wellness’ (or ‘wellbeing’) is one of increasing relevance to employers, product manufacturers, and – crucially – financial advisers. On one level this is because advisers should... Read more continue reading

07 May 2020

Women’s financial progress hit by early impact of COVID-19

From Financy Women’s Index

Australian women are bearing the brunt of the initial economic impact of the Coronavirus (COVID-19) pandemic as job cuts start to mount. The scorecard of women’s financial progress, the Financy... Read more continue reading

05 May 2020

If you need more clients then you probably need different skills

From Tony Vidler - Adviser to the Advisers

Financial advisers who need more clients need to be better marketers than salespeople in today’s environment. For most that means they probably need new, or more, skills. Not more technical... Read more continue reading

04 May 2020

We need to talk some common sense about super

From Pitcher Partners Sydney

Economic pain has been on the horizon for some time now, but no one wins in a race to the bottom. There’s no doubt that the remainder of 2020 is... Read more continue reading

29 Apr 2020

Consumers engulfed in coronavirus ‘circle of fear’ turn to depleted & wounded ranks of planners for help

From Barry Daniels

As the flattening of the coronavirus curve slowly inches downwards and a glimmer of hope appears on the horizon, it’s appropriate to reflect on the myriad of issues and lessons... Read more continue reading

29 Apr 2020

Wealth industry unemployment rising, but some firms selectively hiring advisers

From SuperRecruiters

While the nation-wide impacts of the COVID-19 pandemic will result in a surge in unemployment in our wealth management industry (with forecasts of over 11% national unemployment), some planning groups... Read more continue reading

28 Apr 2020

An ethical framework for the remote practice

From AdviserVoice - This Ethics article is proudly brought to you by GSFM

At the beginning of 2020, few would have imagined having to implement business continuity plans and establish remote offices before the first quarter was out. In this article, sponsored by... Read more continue reading

27 Apr 2020

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Earn CPD Points

CPD: Why private market assets belong in client portfolios
Australia’s superannuation funds have quietly reshaped their portfolios over the past decade, and the numbers tell the private markets story better than any commentary can. Hostplus allocates 38% of its [...]
CPD: Diversifying portfolios with Emerging Market debt
For advisers building diversified portfolios, especially those focused on generating income, Emerging Markets (EM) debt deserves consideration. The asset class has converged steadily toward Developed Market (DM) standards over the [...]
CPD: The end of tax certainty? Adviser use-cases for investment bonds after Budget 2026
Why your peers are talking about investment bonds again A critical foundation of strategic financial advice is certainty about how a financial structure will be taxed, now and into the [...]
CPD: Maximising super contributions before retirement
For clients in their fifties and early sixties, superannuation stops being a distant concept and becomes a countdown. This article, proudly sponsored by Allianz Retire+, explores how clients can maximise [...]
CPD: Trust – the unseen foundation of ethical financial advice
Trust sits at the heart of every successful financial advice relationship. In this article, proudly sponsored by GSFM, the importance of the trust relationship and its link to ethical practice [...]