Business Excellence

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Planners, Reagan, and the journey to professionalism

From Patrick Canion - ipac WA

Recently, I was reading a biography of the late US President Ronald Reagan, which aptly described him as a synecdoche of America. In this one man was a wonderful sample... Read more continue reading

28 Nov 2013

Financial advice valued, but rarely sought

Australians rank the state of the economy as their number one concern, and only half of all Australians feel confident about their financial future. These were some of the key... Read more continue reading

26 Nov 2013

Australians dreaming of a tight Christmas

From RaboDirect

It may be a common gripe that Christmas comes earlier each year but new research has revealed that Christmas budgeting has already been underway in around one in five households... Read more continue reading

26 Nov 2013

Niche marketing opportunities continue to be missed by financial advisers

From i-Impact Group

In a recent presentation, President and Founder of US Based i-Impact Group Mr. Claudio O. Pannunzio said financial advisers continue to seek the newest and latest processes to attract new customers when... Read more continue reading

26 Nov 2013

Network, Connect, Exit

From SRS Coaching & Consulting

As the end of the year approaches and invitations to celebrations and functions flood in, here are some tips on ensuring you get the most out of the this time... Read more continue reading

18 Nov 2013

Super fund execs reinforce move to digital engagement

From Link Group

Australia’s leading super administrator presents new data around member communications trends Digital channels will play a substantially greater role in member engagement over the coming three years, with more complex... Read more continue reading

15 Nov 2013

A bird in the hand….is worth plenty!

From Tony Vidler - Adviser to the Advisers

There is an old proverb: A bird in the hand is worth two in the bush…and it would appear that this is especially true when it comes to keeping your own... Read more continue reading

14 Nov 2013

Actuate: progressive AFSLs will reap rewards

From Actuate Alliance Services

Despite ever-changing regulatory environments, Australians will always need financial advice and the future for Australian Financial Services Licensees (AFSLs) that are moving with the times is therefore bright, according to... Read more continue reading

14 Nov 2013

Argyle & My Dealer Services to provide compliance service for AIOFP

From MDS - My Dealer Services

Speaking at the Association of Independently Owned Financial Professionals (AIOFP) national conference in Hobart Tasmania, Executive Director Peter Johnston announced the launch of a compliance service for the Association’s membership... Read more continue reading

13 Nov 2013

Credit/debit card fees at record lows

From CommSec Research

Credit & debit cards Record fall in credit card debt. The average credit card balance fell by 2.7 per cent in smoothed terms in the year to September, the biggest... Read more continue reading

13 Nov 2013

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CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]