Global Partnerships hosts Olympic Event with guest speaker Daniel Kowalski

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Charmaine Curtain and Jason McGregor from Global Partnerships Financial Consulting hosted an inspirational event last week with guest speaker Daniel Kowalski. The event showcased how obtaining advice early helps your... Read more continue reading

Planners’ satisfaction with platforms reach the highest level recorded

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Satisfaction with platforms reached the highest level recorded in the nine years of this study’s history, according to a new report released in April from leading wealth researcher Investment Trends.... Read more continue reading

FoFA readiness – how are large licensees approaching it?

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FoFA – the mere utterance of the acronym seems enough to send shivers down the spine of anyone providing financial advice in Australia. At least that’s what you might conclude... Read more continue reading

Challenging circumstances can provide opportunties

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Greetings and a few thoughts on the current state of the profession from the perspective of a self-licensed adviser. Starting with FOFA, which after the fanfare of the original ministerial... Read more continue reading

Why businesses fail

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Data from Westpac indicates that 53% of small to medium-sized enterprises (SME) fail within the first 3 years. Research suggests that 66% of business collapse is due to financial difficulties... Read more continue reading

How penguins can help advisers

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Have you noticed any changes in the performance of your firm’s website over the last few weeks?  If you have, then for better or worse you probably have the penguin... Read more continue reading

Swotting up

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Welcome to the second in our AdviserVoice mini-series of CPD sessions that are designed to get you straight to the heart of key business management issues with learning outcomes in a... Read more continue reading

Businesses get FoFA ready

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When stepping back from the daily FoFA headlines, what is really happening on a daily basis with businesses as they ready themselves for the latest round of legislative reform? This... Read more continue reading

XPLAN announced as Australia’s leading advice technology again

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IRESS’ XPLAN continues to lead its competitors on overall planning functionality, according to the latest report from industry researcher Investment Trends. The 2011 version of the Investment Trends Planning Software... Read more continue reading

The importance of business brands in the digital media era

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There are many business owners that believe brands will become less important as technology, social and digital media rapidly marches forward. Joe Perri, principal and founder of Joe Perri &... Read more continue reading