Business Excellence

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Getting your marketing emails read: tips for advisers

From Bennelong Funds Management

Emailing clients with your marketing message is quick and inexpensive. The challenge is in ensuring your emails don’t get deleted, unread. Boutique fund manager Bennelong Funds Management share their tips... Read more continue reading

18 Jun 2013

Rubik completes purchase of Provisio

From Rubik Financial Limited

Rubik Financial Limited, the ASX-listed provider of financial technology and software to over 200 financial sector clients, today announced the completion of its purchase of Provisio Technologies Pty Ltd (Provisio).... Read more continue reading

18 Jun 2013

Clever businesses forgetting to be smart

From Tony Vidler - Adviser to the Advisers

As everyone races to use new technologies and do cool new things in a bid to be different, there is a real risk of losing sight of the essentials. The... Read more continue reading

14 Jun 2013

Top concerns for Australian business revealed

From Aon Risk Solutions

Brand and image, the state of the economy and the impact of regulatory change are the three top risk concerns for Australian and New Zealand organisations in 2012/13. These are... Read more continue reading

12 Jun 2013

Professional ethics #1

From Raymond Griffin - AdviserVoice

Welcome to the first of a 3-part CPD mini-series from AdviserVoice’s Ray Griffin. In this series Ray focuses on professional ethics and how, in day-to-day practice, you might deal with... Read more continue reading

11 Jun 2013

Video: Perception vs reality – it really does matter

From BusinessBlades

One of the hot topics in the industry at the moment is this latest Roy Morgan survey that says the public perception of the advice industry isn’t great. These latest... Read more continue reading

05 Jun 2013

It’s a brave e-world: e-marketing tips for financial advisers

From Bennelong Funds Management

Bennelong Funds Management shares its experience with e-marketing through a few practical tips. Financial advisory firm or boutique fund manager, we’ve all posted the classic direct marketing (DM) pack –... Read more continue reading

03 Jun 2013

AMP Retirement Adequacy Index shows overall adequacy levels up slightly

From AMP Limited

The retirement adequacy of working Australians has edged slightly higher to 69.8%, up from 69.4% in 2011, but people are working for longer with average retirement ages increasing according to... Read more continue reading

03 Jun 2013

20-point checklist for seminar selling

From Tony Vidler - Adviser to the Advisers

Many advisers feel that seminars are so last-year as a method of prospecting for new clients, and yet, so many advisers continue to do fantastically well with them. As with... Read more continue reading

28 May 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 [...]