The Stella Network rewards women helping women

From

The Stella Network has awarded a Masters in Financial Planning to Anne-Marie Humphries from Huon Financial Planning in recognition of her support to women in the financial planning industry. Ms... Read more continue reading

Hot business tip number 18: Make better use of technology in your business

From

In a post FOFA world, efficiency is everything. And Zurich’s own research has told us that – overwhelmingly – advisers see the use of technology, especially mobile technology, as having... Read more continue reading

Fintech businesses: do you need an AFSL or ACL?

From

Some Fintech businesses may be unwittingly providing financial services without an Australian Financial Services Licence (AFSL) or Australian Credit Licence (ACL), putting themselves in breach of the law and setting... Read more continue reading

XY Adviser – disrupting the future of advice through collaboration

From

XY Adviser, a community of Gen X and Y advisers, is disrupting the current discussion around the future of financial advice by providing a forum for innovation and thought leadership... Read more continue reading

How to attract more affluent clients

From

Many Advisers I talk to wish to attract more of the affluent client, the perception being that they can afford advice and are experienced in paying for it. That said,... Read more continue reading

Corporate purse strings held tight despite positive outlook

From

Chief Financial Officers from some of Australia’s largest companies are heralding positive signs leading into next month’s Federal Budget, with reports of strong revenues, export expansion and the belief the... Read more continue reading

Video: The intergenerational advice challenge and solution – Part 4

From

Part 4: The value proposition Zurich’s recent Intergenerational Advice Masterclasses not only brought to advisers deep research, practical solutions and a process to the challenge of becoming the “family adviser”,... Read more continue reading

Could advisers be driving clients to online providers?

From

Do advisers realise how much revenue is waiting for them inside their existing business? That was the question going through my mind as I listened to a fascinating presentation at... Read more continue reading

New partnership program to empower independent accountants

From

Perpetual Private has announced a new partnership program for independent accountants, building on its extensive history with the accounting profession. Perpetual has long partnered with accountants to support their needs... Read more continue reading

Is there a tax effective option for saving for my child’s education?

From

Identifying tax effective strategies and structures to fund a child’s education is a common question clients ask their adviser.  The attached flyer outlines the benefit of utilising the tax structure... Read more continue reading