Business Excellence

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Promises, promises…

From Raymond Griffin - AdviserVoice

A few weeks ago, for some unknown reason, I glanced at the local newspaper’s glossy real estate insertion into the weekend edition. As a small farm dweller for almost twenty... Read more continue reading

07 Mar 2013

The tug of war in financial services.

From Strategy Steps

The attitudes and expectations of clients are leading the change for a new approach to advice and services provided by advisers and fund managers. Clients are increasingly adopting a ‘Do-it-with-me’... Read more continue reading

06 Mar 2013

Superannuation strategies for compliance and competition

From AON Hewitt

A significant number of Australian employers are yet to fully assess the impact of the upcoming Stronger Super reforms on their operations, and more than half don’t have a plan... Read more continue reading

28 Feb 2013

Mastering the recruitment challenge #3

From The Dawson Partnership

In parts One and Two, I discussed how to design and implement an effective recruitment campaign and the resources that you can draw on. In Part Three, I look at... Read more continue reading

27 Feb 2013

Top down asset allocation in 2013

From Raymond Griffin - AdviserVoice

Welcome to Part 1 of Ray Griffin’s paper on top down asset allocation modeling. In this 2 part series Ray walks you through the process of developing investment portfolios using... Read more continue reading

26 Feb 2013

3 reasons clients love electronic engagement

From Tony Vidler - Adviser to the Advisers

There are some great reasons to go digital in your advice process: not least of which is that it gets rid of the “personal embarrassment” factor many consumers have when... Read more continue reading

25 Feb 2013

ASIC breaches: when to hold and when to fold

From The Fold Legal

Working with ASIC after a breach may be a better, quicker way for financial services business to get back on track than ‘lawyering up’, according to Dr Hillary Ray, Senior... Read more continue reading

20 Feb 2013

BT Financial Health Index reveals households under strain

From BT Financial Group

Almost a third of Australian households are living from pay cheque to pay cheque and an astonishing 17 per cent would struggle to find $500-$1000 to deal with an emergency,... Read more continue reading

18 Feb 2013

AMP’s FAN launches first of its kind iPad app for advisers

From AMP Financial Services

AMP’s Financial Advice Network (FAN) has launched Evolve, an iPad app featuring advice tools that are fully integrated with advisers’ back-office systems, offering advisers and clients flexibility and efficiency. AMP... Read more continue reading

06 Feb 2013

Key findings: 2012 Investment Trends Planning Software Benchmark Report

From Investment Trends

IRESS has developed XPLAN into a world class financial planning application that is now exported to several countries. Rated the leading Australian financial planning application in 2012, IRESS has extended... Read more continue reading

05 Feb 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 [...]