Business Excellence

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Aon’s Advanced Risk Finance Conference to offer latest insights into managing business risks

From Aon Australia

Aon Risk Solutions, the global leader in risk management, will be hosting its annual Advanced Risk Finance Conference in Melbourne next Wednesday, 9 October. The conference, now in its ninth... Read more continue reading

04 Oct 2013

Succession planning experts say looking inward first leads to 50% uplift in key financials

From Peloton Partners

Wealth valuation specialists launch Peloton Partners; aim to help wealth advisers optimise businesses value Three experienced financial industry advisers have launched a new specialist consultancy group aimed at helping wealth... Read more continue reading

04 Oct 2013

Stella network to help change the face of advice

From BT Financial Group

BT Financial Group has launched a new network to help more women aspire to work as financial planners. The Stella Network will be supported by networking opportunities, events and workshops... Read more continue reading

02 Oct 2013

MDS & Libertas team up to offer advisers new ‘Build your own Dealer Group’ option

From MDS - My Dealer Services

My Dealer Services Pty Ltd (MDS) Chairman Don Wiggins has announced that the specialist support service provider for advisers seeking their own Australia Financial Services Licence (AFSL) has teamed together with Libertas... Read more continue reading

01 Oct 2013

Professional ethics #3

From Raymond Griffin - AdviserVoice

This is the final in our CPD mini-series on ethical conduct in the financial advice profession. (Click here to see CPD: Professional Ethics #1 and here for CPD: Professional Ethics #2)... Read more continue reading

27 Sep 2013

It’s time IN your marketing, not timing OF your marketing

From Financial Writers Australia

I know, I’ve abused a very popular axiom about investing, but as investment success is gained by time in the market, it’s exactly the same rule when it comes to... Read more continue reading

24 Sep 2013

BT releases Wrap iPad App

From BT Financial Group

BT has released a new iPad app – BT Wrap Snapshot – to give advisers mobile access to popular client reports. BT Financial Group’s head of platforms Kelly Power said... Read more continue reading

18 Sep 2013

Stop FoFA’ing around with fee disclosure statements

From Astute Wealth Advice

Many advisers may be living in fear of sending out a fee disclosure statement (FDS) to their client base over the next 12 months, as required by the Future of... Read more continue reading

17 Sep 2013

Industry exit predictions failing to materialise – ‘fussy’ buyers seeking value

From Connect Financial Services Brokers

Industry predictions of large scale exit by financial planning business owners leaving the sector have not materialised as principals find themselves in a holding pattern preferring to defer their exit plans until... Read more continue reading

16 Sep 2013

8 Things to consider when selecting a CRM system

From Tony Vidler - Adviser to the Advisers

One of the thorny issues for financial advisers is finding the right Client Relationship Management (CRM) system. What makes it even more difficult for many is they struggle to define... Read more continue reading

13 Sep 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 [...]