Business Excellence

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Psychopaths!

From Patrick Canion - ipac WA

I’m beginning to think financial planning is a profession filled with psychopaths. After some 28 years of helping people with their lives and their money, I am convinced that it... Read more continue reading

08 Apr 2013

The secret to getting interviewing right #1

From Peter Dawson - The Dawson Partnership

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

02 Apr 2013

XPLANtouch app launched

From IRESS Market Technology

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

02 Apr 2013

10 tips for developing a Statement of Advice

From Contract Paraplanning Services

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

27 Mar 2013

Why torture your clients?

From Tony Vidler - Adviser to the Advisers

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

26 Mar 2013

Searching for a Paraplanner?

From Paraplanning Network Australia

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

26 Mar 2013

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

From FEW - Financial Executive Women

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

18 Mar 2013

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

From The Advice Exchange

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

14 Mar 2013

Top down asset allocation in 2013 #2

From Raymond Griffin - AdviserVoice

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

13 Mar 2013

What do buyers of financial practices look for?

From Tony Vidler - Adviser to the Advisers

Recently I discussed the irony of many financial advisers not understanding how to get a better return on what is often their biggest investment – their practice. We highlighted areas... Read more continue reading

12 Mar 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 [...]