Hot business tip no. 11: Run a program where staff drive improvements

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Getting your staff involved in driving continual improvement within your business is a win-win; often they are closer to many aspects of the business operations than you and so are better placed to... Read more continue reading

Hot business tip no. 10: Develop a client retention strategy

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Acquiring a new client can be between 5 and 10 times more costly than retaining an existing one, meaning a retention strategy should be an essential part of your business... Read more continue reading

How Many Licences Are Enough?

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Many financial services businesses offer services through a number of different entities, sometimes supported by a service company – but this does not necessarily mean each of the entities needs... Read more continue reading

Top PIS advisers nominated again for industry award

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Leading Professional Investment Services practices JBS Financial Strategists and Evalesco Financial Services have been nominated for best financial planning website in the Financial Standard MAX Awards. The MAX Award criteria... Read more continue reading

Advice technology experts say ongoing regulatory debate diverts attention from client relationships

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The creators of award-winning PractiFI says FOFA debate is holding the industry back from technological advancement The creators of an award-winning client management tool for financial advisers have said that... Read more continue reading

SMEs increasingly using social media but technology spend poor: survey

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While small and medium sized businesses (SMEs) are turning to social media to help grow their brands, many are reluctant to invest in technology generally, according to the latest SME survey... Read more continue reading

Orient Capital partners with FactSet to deliver an integrated intelligence, analysis, and communications solution to corporate executives

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Extends product offering across multiple job functions Orient Capital, a global leader in share ownership analysis, equity market intelligence, investor communication and shareholder management technology has entered into a new... Read more continue reading

Australian adviser client satisfaction highest in Asia

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Satisfaction rates among Australian adviser clients are the highest in Asia and second highest in all major global markets, according to recent Legg Mason research. Among those who use an... Read more continue reading

DST Bluedoor adds clearing house to superstream solution

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New Functionality Further Improves Services for Funds and Employers DST Bluedoor, a leading global provider of IT solutions for the wealth management industry, yesterday announced an enhancement to Bluedoor and... Read more continue reading

Cyber risk costing billions per year – but Australian organisations remain underprepared

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With the cost of cybercrime in Australia now estimated at $4.5 billion annually, at an average cost per data breach of $2.16 million, it’s well overdue for business and other... Read more continue reading