Generation Generous: Which is the most charitable?

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A recent television series painted a dis-favourable portrait of Australians…but we aren’t as bad as you might think. The 2012 RaboDirect National Savings and Debt Barometer reveals Aussies to be... Read more continue reading

Finding the right paraplanner for your business

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To be able to attract, develop and retain the right paraplanning staff for your business it’s crucial first to fully understand what paraplanning is as well as the different types... Read more continue reading

Postcard from the US

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The lead into the FPA conference in San Antonio is the Major Firms Symposium and I find it an invaluable interaction to be able to spend a couple of days... Read more continue reading

It’s not about you…it’s about the value

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Financial advisers often struggle to create a value proposition that accurately expresses how they work differently, or what makes them special compared to others. It isn’t that they don’t have... Read more continue reading

Retirement adequacy falls as Australians remain cautious

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The retirement adequacy of working Australians was at its lowest level since the GFC, falling almost 2 percentage points to 69.4% while projected retirement savings fell 7% to $492,000, according... Read more continue reading

Insurance Schmexperts

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Just as it seemed the life of a financial adviser would return to mind-numbing dullness after the FoFA brouhaha, the Experts Schmexperts have re-appeared with more great ideas.  What a... Read more continue reading

Will you marry me?

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I have no idea what the actual statistics would be, but I am willing to wager that the success rate of popping the question “will you marry me?” onto a... Read more continue reading

The importance of managing client expectations

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In his latest article for AdviserVoice, Ray Griffin discusses how certain words can create unrealistic expectations for clients that can only end in disappointment. Ray steps you through the danger... Read more continue reading

Advisers and accountants can work together

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Since the announcement in June this year by the Minister for Financial Services and Superannuation, Bill Shorten, of the removal of the Accountant’s Exemption, there has been much discussion about... Read more continue reading

Aussie, Aussie Ostrich! We have a head in the sand mentality

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RaboDirect, one of the leading online savings and investment bank, is calling on Australians to take stock of their finances and put a plan in place after a recent survey... Read more continue reading