Video: Time for a social media springclean

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The new financial year is the perfect time to review your business’s social media presence and Zurich’s quick 15 minute healthcheck video is a great place to start. The video... Read more continue reading

Rubik Financial enters into license arrangement with Revex Solutions

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Integrated commission and revenue management technology with COIN Software is intended to solve many FoFA headaches for advisors Rubik Financial Limited (Rubik), the ASX-listed global provider of financial technology and... Read more continue reading

How social media can turbo-charge your emotional intelligence – 6 tips

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For those advisers aspiring to greater things, two recent pieces of research may prove to contain the insights you need to drive your business further. Shortly after revealing the extent... Read more continue reading

Become valuable by making it easier

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  One of the key concepts that advisers must grasp is the need to be valued for the advice and coaching you give, rather than linking your value to a... Read more continue reading

Video: Why Advisers Should talk to the media

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Some financial services businesses, big and small, are nervous about talking to the media – so nervous, in some cases, that they avoid media attention altogether. According to 64 Media... Read more continue reading

Professional investment services successfully implements xplan

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Professional Investment Services and IRESS have successfully implemented XPLAN as a white-label Future of Financial Advice (FOFA) compliant solution for the Professional Investment Services network. The Professional Investment Services –... Read more continue reading

How IT Technology is Changing the Financial and Insurance Industry in Australia

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IT Technology has changed and keeps changing many things about how we execute our jobs and business. It’s changed the way we find and are found by clients and the... Read more continue reading

Combating the number one threat to wealth management businesses

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Of all the threats to wealth management businesses a wrong hiring decision ranks at the front of the queue, as non-performing employees can soon become ‘the enemy within’ causing considerable... Read more continue reading

Planners’ satisfaction with platforms reach a ten year high

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Satisfaction with platforms reached the highest level recorded in the ten years of this study’s history, surpassing the high that was achieved in 2012, according to a new report released... Read more continue reading

Marrying up the old with the new: an integrated marketing approach for advisers

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Despite the buzz about new marketing tactics such as SEO, e-marketing or social media, traditional marketing methods are still valuable tools in the marketing arsenal. Following It’s a brave e-world:... Read more continue reading