Business Excellence

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HUB24 Platform selected for NTAA’s SMSF initiative

From Investorfirst

Leading investment and superannuation platform provider, Investorfirst Ltd (ASX: INQ), is pleased to announce it has signed a Platform Distribution Agreement with InterPrac Ltd (InterPrac). The agreement will see the... Read more continue reading

12 Aug 2013

Energy Super’s Robyn Petrou awarded Fund Executive of the Year

From AMP

Energy Super’s Robyn Petrou has been named the winner of the 12th Annual Fund Executive of the Year Award by the Fund Executive Association Limited (FEAL), in partnership with AMP... Read more continue reading

08 Aug 2013

5 Ways to Create, Strengthen and Retain Client Relationships (Part 2)

From AdviserVoice - this article is proudly brought to you by Zurich

In the second instalment of this mini-series brought to you by Zurich on 5 key components to establishing, building and retaining client relationships we explore ways to manage the ‘first contact’ with... Read more continue reading

31 Jul 2013

Implemented Portfolios launch tailored superannuation service with netwealth

From Implemented Portfolios

Implemented Portfolios has today announced the launch of their IMA superannuation service in partnership with specialist platform provider, netwealth. Under the new arrangement Implemented Portfolios will be offering a range... Read more continue reading

31 Jul 2013

Bombora Advice – A specialised focussed model in a changing marketplace

From Bombora Advice

As the August launch of Bombora Advice nears Managing Director Wayne Handley confirmed that the new risk focussed business would be fundamentally different to the traditional licensee model that is... Read more continue reading

30 Jul 2013

How to get the most out of that BDM visit – an Insider’s View

From Select Asset Management

The best interest test within FoFA carries an enforceable duty of care when it comes to making investment product selections on behalf of your client. By extension, it therefore pays... Read more continue reading

29 Jul 2013

The workplace of the future is all about you

From AMP

A new report has found that the workplace of the future will be designed around the individual, that work will be done in the cloud yet workers will have their... Read more continue reading

26 Jul 2013

Generation D investors: social media will help advisers regain trust

From i-Impact Group

Mr. Claudio O. Pannunzio President and Founder of US based i-Impact Group said financial advisers earnestly overestimate the average investor’s knowledge of financial markets and this has been reflected in... Read more continue reading

25 Jul 2013

Video: Time for a social media springclean

From Zurich Financial Services Australia

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

24 Jul 2013

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Earn CPD Points

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 [...]