Savers increase their lifeline by 43 days in twelve months

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Survey reveals Australians built up their savings buffer in wake of economic downturn Australians have learnt a valuable lesson from recent tough economic times, and have been busy squirrelling away... Read more continue reading
24 Jan 2014

Financial advisers recognised through the 2013 Hillross Awards Program

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Advisers from Sydney, Perth and Albury have scooped the pool in the annual 2013 Hillross Awards Program, taking out the Hillross Adviser of the Year, New Adviser of the Year... Read more continue reading
23 Jan 2014

ASIC cracks down on websites and social media

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The Australian Securities and Investments Commission (ASIC) has recently cracked down on a number of financial services and credit businesses whose websites contain misleading content, according to The Fold Legal... Read more continue reading
22 Jan 2014

The anatomy of a successful business succession and exit

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Instead of the start of a New Year being an opportunity to implement a carefully considered succession and exit strategy, far too many SME owners (especially the Baby Boomers) will... Read more continue reading
22 Jan 2014

How to connect and communicate with clients?

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Typically when financial advisers talk to their clients, they talk in numbers and statistics, have pie charts, numerous PowerPoint slides and talk in industry jargon all very rational and left... Read more continue reading
21 Jan 2014

Last chance to apply for bank scholarship

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First-year university students have just one week left to apply for the Bendigo and Adelaide Bank Scholarship Program. More than 170 scholarships will be awarded as part of the 2014 program,... Read more continue reading
20 Jan 2014

AdviserLogic self sufficient in data feeds

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Financial planning software house AdviserLogic has announced that they now directly receive 26 investment data feeds covering over 200 platforms. Head of Product Development, Daniel Gara, says “Over the last... Read more continue reading
17 Jan 2014

The story that has to be told

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(So what happens when you can’t pay the bills?) I want to share the story of Peter. But his story is so raw and personal that Peter is not his... Read more continue reading
14 Jan 2014

Industry will again get sale, mergers & acquisitions wrong in 2014

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Irrespective of the countless articles that have been written and published on strategies to ensure that sales, mergers and acquisitions are successful and realise their potential, Connect Financial Service Brokers (Connect) CEO... Read more continue reading
14 Jan 2014

Less heat in FOFA, employee numbers static, focus on training – results of the SLICE survey

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FOFA The inaugural SLICE financial planning survey has revealed that only 9% of respondents thought that the introduction of FOFA has negatively impacted on their business growth in terms of... Read more continue reading
17 Dec 2013