Business Excellence

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My Dealer Services experiencing business growth as more advisers demand own AFSLs

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) is experiencing a significant increase... Read more continue reading

27 Aug 2013

Investment Trends 2013 Planner Business Model Report

From Investment Trends

Key findings of the Investment Trends 2013 Planner Business Model Report: Return in investor confidence in early 2013 helped lift planners’ businesses Planners still see many challenges arising from FoFA,... Read more continue reading

22 Aug 2013

Securitor: highest adviser advocacy in the industry

Securitor has been ranked by advisers as the best dealer group in the financial planning industry, according to research published by Investment Trends 2013 Planner Business Model Report. Measured by... Read more continue reading

22 Aug 2013

Myopic investors a risk to long-term performance

From AMP

Addressing more than just near-term share prices is key to shareholder and company success according to the latest AMP Capital Corporate Governance Report. The AMP Capital Corporate Governance 2013 mid... Read more continue reading

22 Aug 2013

Saxo Capital Markets raises bar on transparency of client money (TOCM)

From Saxo Capital Markets (Australia)

Saxo Capital Markets (Australia) Pty Ltd (Saxo) has called on all financial services firms managing client money to boost transparency, unveiling a market leading initiative that will see a review... Read more continue reading

21 Aug 2013

OneVue confirms Computershare Fund Services acquisition

OneVue has confirmed that it will acquire ASX-listed firm Computershare’s unit registry arm, Computershare Fund Services (CFS). “This acquisition will catapult OneVue into becoming the largest provider of outsourced unit... Read more continue reading

21 Aug 2013

Five tips to get your interview strategy right

From The Dawson Partnership

The job you want is within your grasp and all you have to do is get through the interview. To make sure that you are best placed to get yourself... Read more continue reading

20 Aug 2013

BT Financial Group platforms minimising EOFY adviser burden

From BT Financial Group

BT Financial Group continues to honour its commitment to minimise the administrative burden for advisers at tax time by delivering more resources and faster delivery of investor statements through its... Read more continue reading

16 Aug 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 [...]