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
22 Jul 2013

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
18 Jul 2013

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
17 Jul 2013

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
16 Jul 2013

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
16 Jul 2013

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
16 Jul 2013

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
15 Jul 2013

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
11 Jul 2013

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
10 Jul 2013

A dirty little secret…

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Okay, I’ll share my dirty little secret about business plans. After running our first webinar yesterday where I helped a group of advice business owners to write their business plan,... Read more continue reading
09 Jul 2013