5 Ways to Create, Strengthen and Retain Client Relationships (Part 1)

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Welcome to this 3 part series CPD mini-series brought to by Zurich. This mini-series is centred on 5 key components to establishing, building and retaining client relationships. In part 1 we examine how you... Read more continue reading
08 Jul 2013

6 ways to add real value for your clients at claim time

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The continued focus on the FOFA reforms has spawned a number of corollary discussions, with one of the most important being around the concept of adviser value proposition. Tony Orr,... Read more continue reading
08 Jul 2013

Help your clients gear up in 2013/14

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Are your clients looking to kick start the 2013/14 financial year? In the lead up to the new tax season, we’ve pulled together a tax strategy checklist that will help... Read more continue reading
08 Jul 2013

Professional ethics #2

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Welcome to Part 2 of our mini-series on professional ethics in practice in which we’re exploring ethical dilemmas for financial advisers based on real life situations. In Part 2, Ray... Read more continue reading
08 Jul 2013

Investment Trends 2013 Planner Technology Report

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Key findings of the Investment Trends 2013 Planner Technology Report: XPLAN continues to lead the planning software market with the largest number of adviser relationships Midwinter has the highest satisfaction... Read more continue reading
08 Jul 2013

Elixir Consulting to offer adviser-focused business webinars

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Elixir Consulting are offering two webinars to assist advice businesses in better understanding how to structure business plans and share some ideas that will set advisers up to achieve great... Read more continue reading
01 Jul 2013

DIY Wills can be a recipe for disaster

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While it is good news that more Australians are becoming aware of the need to have a Will, it is concerning that many are taking the “do it yourself” path... Read more continue reading
28 Jun 2013

Rubik launches iPad app for COIN

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Rubik Financial Limited, the ASX-listed global provider of financial technology and software, today announced the launch of its iPad app, COIN Rapid, which allows financial planners to access client details... Read more continue reading
28 Jun 2013

Welcome to a new risk universe

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Rapid moves in technology and climate change pose a whole new set of challenges An evolving understanding of a significantly changed operating landscape is leading to changes both in the... Read more continue reading
26 Jun 2013

Confusing terms and jargon affecting decision-making

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The use of jargon that is not understood by investors, and is even misleading, is likely to hold back the take-up of services that should be embraced, such as insurance,... Read more continue reading
20 Jun 2013