Business Excellence

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Finding the right paraplanner for your business

From Paraplanning Network Australia

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

04 Oct 2012

Postcard from the US

From Steve Helmich - AMP Limited

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

01 Oct 2012

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

From Tony Vidler - Adviser to the Advisers

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

27 Sep 2012

Retirement adequacy falls as Australians remain cautious

From AMP Financial Services

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

27 Sep 2012

Insurance Schmexperts

From Patrick Canion - RMG Financial Services

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

25 Sep 2012

Will you marry me?

From Tony Vidler - Adviser to the Advisers

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

14 Sep 2012

The importance of managing client expectations

From Raymond Griffin - AdviserVoice

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

10 Sep 2012

Advisers and accountants can work together

From Tony Zulli - Accountable Financial Group

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

10 Sep 2012

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

From RaboDirect

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

22 Aug 2012

Research reveals sobering stats about baby boomers’ outlook

From RaboDirect

A recent survey of the savings and debt habits of Australians has revealed that many Baby Boomers are facing precarious times, with a third of this generation entering retirement with... Read more continue reading

20 Aug 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 [...]