The secret to getting interviewing right #2

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In part one of this article, I focused on the need to dedicate enough time to ensure that you are properly prepared for the interview. To read this article, click... Read more continue reading

The secret to getting interviewing right #1

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If there is one critical element of the recruitment process you need to get right, it is how you go about conducting interviews. All too often an employer will take... Read more continue reading

XPLANtouch app launched

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IRESS is pleased to announce the launch of the XPLANtouch app for advisers. It follows on from the successful launch of a similar app for clients in late 2012. Andrew... Read more continue reading

10 tips for developing a Statement of Advice

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Paraplanners have a tough task: consistently create SoAs which tick all the boxes from an adviser satisfaction, client engagement and compliance point of view. Balance complexity with compliance, templates with... Read more continue reading

Why torture your clients?

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Compliance has a lot to answer for. One of the truly negative consequences of evolving best practice advice standards is the trend to torture clients. Now torture is a rather... Read more continue reading

Searching for a Paraplanner?

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Paraplanning Network Australia has launched a web based Paraplanning directory for Australian financial planning professionals. The directory provides outsourced and contract paraplanners with the ability to list their business and... Read more continue reading

What’s holding women back? Are quotas the answer?

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There has been a groundswell of debate recently on why it is that women are still under-represented in senior positions and on boards.  Most notably, Facebook COO Sheryl Sandberg has... Read more continue reading

Don’t let FOFA blindside business growth: The Advice Exchange

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The Advice Exchange has found in a survey of 200 advisers, that most are relying upon their dealer groups only for compliance and systems administration.  Most are not utilising marketing... Read more continue reading

Top down asset allocation in 2013 #2

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In Part 1 of his CPD paper on asset allocation modeling, Ray Griffin detailed a step-by-step process to deploying a top down approach to designing balanced client portfolios. In Part... Read more continue reading