Business Excellence

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Free Webinar: What Does A Quality Advice Business Look Like in 2013?

From Rachel Staggs - SRS Coaching and Consulting

This question as well as others will be answered by a leading panel of industry thought leaders; Jim Stackpool, Rachel Staggs, Bob Neill and Colin Williams during a live webinar... Read more continue reading

30 Jan 2013

Zurich Risk Adviser Sentiment Index shows adviser optimism

From Zurich Financial Services Australia

The latest measurement of the Zurich Risk Adviser Sentiment Index has shown an overall uptick in sentiment amongst financial advisers active in the Australian life risk market. The third round... Read more continue reading

25 Jan 2013

2013 – with change comes opportunity

From Contract Paraplanning Services

2013 is expected to be an interesting year for the financial planning profession with anticipated changes to revenue models, licensing, advice processes and potentially business models. Among these changes there... Read more continue reading

22 Jan 2013

Leisure spending is top financial priority for festive Aussies

From TAL

Australians are prioritising spending on holidays and leisure over other longer term financial goals according to a nationwide poll from TAL. The research has found that the festive spirit of... Read more continue reading

22 Jan 2013

Mastering the recruitment challenge #2

From The Dawson Partnership

In Part One (published 10 December 2012) I discussed some of the issues you should consider when planning a recruitment campaign. The first two steps covered conducting an analysis/ review... Read more continue reading

21 Jan 2013

Asset based fees – can you charge them?

From The Fold Legal

Advisers may need to rethink how they charge for advice under the Conflicts Priority Rule in Regulatory Guide 175 (RG175) as asset-based fees have the potential to create just as... Read more continue reading

14 Jan 2013

Investment trends – margin lending

From Investment Trends

RBA figures show the total margin lending industry has shrunk from a high of $42bn five years ago to $12.7bn in September 2012. Against this backdrop the eighth annual Investment... Read more continue reading

14 Jan 2013

Workin’ 9 to 5: what a way to be unhealthy this festive season?

From AIA Australia Limited

With the Christmas party season in full swing, Australian adults will no doubt be looking forward to indulging in a few well-earned festive treats. However, for those of us attempting... Read more continue reading

11 Dec 2012

3 steps for mastering the recruitment challenge – part 1

From The Dawson Partnership

2012 has thrown up a number of significant challenges for advisers but the one that has caused no end of frustration has been the issue of staff recruitment. Many owners of... Read more continue reading

10 Dec 2012

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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 [...]