Survey findings support need for financial literacy in schools

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RaboDirect, the leading online savings and investment bank, announces its support of the government’s Moneysmart Teaching Primary Package, launching today in Adelaide. A recent national survey conducted by RaboDirect revealed... Read more continue reading
10 Aug 2012

Building a real business in the professional advice market

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I concluded my second article in this series (Goals Based Planning – more than just a label – Adviser voice 9th July) by alluding to the staggering commercial gains I... Read more continue reading
07 Aug 2012

Strong alliances bring more clients

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Financial planners need to work at building and maintaining alliance partnerships, but those that work are a great source of new business.          Client referrals from an alliance partner (also known... Read more continue reading
01 Aug 2012

Budgeting in the real world

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In his most recent CPD paper Running your business part 1, AdviserVoice Director, Ray Griffin, discussed the vitally important need for financial advice business owners to develop an instinctive understanding... Read more continue reading
20 Jul 2012

Not so super: Baby Boomers’ retirement reality

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Not having sufficient funds for retirement is a cause for alarm among Baby Boomers in Australia with more than half expecting to run out of money after retiring. According to... Read more continue reading
19 Jul 2012

New research showing the growing opportunity for planners who can adapt to the needs of the SMSF market

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The Vanguard/Investment Trends Self Managed Super Fund Planner Report – which examines how Australian financial planners interact with SMSF investors – was released last week. The survey shows that SMSFs... Read more continue reading
16 Jul 2012

Google+ for Financial Advisers

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Have you heard of Google+?  You’d be forgiven for not having heard of this latest social network, but it could be a great tool for your financial planning business. There... Read more continue reading
12 Jul 2012

Goals based planning – more than just a label

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I concluded my earlier article (What’s in a name – Adviser voice 26th June) by flagging goals based planning (GBP) as an alternative financial planning process to the dominant yet... Read more continue reading
09 Jul 2012

Zurich infographic shows real picture on Australian advisers and social media

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Zurich’s Australian Life and Investments business (Zurich) has tapped into the exploding popularity of infographics, using this technique to depict findings from its extensive research into financial adviser usage of... Read more continue reading
05 Jul 2012

Business operations the missing link in many advice practices says Encore

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Efficient, scalable business operations are the missing link in many financial advice practices because the area is often deemed too hard to fix and not “sexy”, according to Graham Peatey,... Read more continue reading
29 Jun 2012