Business Excellence

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Aged care anxiety: AMP research reveals retirees feeling financially unprepared

From AMP

AMP research reveals that 4 in 5 Australians aged 65 and over don’t feel prepared for the transition to aged care, while 7 in 10 worry about the cost of... Read more continue reading

26 Nov 2024

How do you create an “Act Now” mindset with clients?

From Tony Vidler - Adviser to the Advisers

One of the ongoing challenges in marketing professional services is simply getting people to “act now”. We have to overcome their lack of urgency. Because our service will still be... Read more continue reading

25 Nov 2024

Five Escala Partners’ financial advisors recognised as Top 150 in Australia

From Escala Partners

Five senior financial advisors at Escala Partners, Australia’s’ premier wealth management and advisory firm, have been recognised this year in Barron’s top 150 Financial Advisors in Australia list. “We are... Read more continue reading

25 Nov 2024

ANZIIF announce winners of the 12th New Zealand Insurance Industry Awards

From ANZIIF - Australian and New Zealand Institute of Insurance and Finance

The Australian and New Zealand Institute of Insurance and Finance (ANZIIF) is proud to reveal the winners of the 12th New Zealand Insurance Industry Awards. The Awards celebrate the remarkable... Read more continue reading

25 Nov 2024

Aged Care Steps announces the winners of this year’s Aged Care Adviser of the Year Awards

From Aged Care Steps

Aged Care Steps (ACS) announces the winners of this year’s Aged Care Adviser of the Year Awards, recognising excellence in the industry across two main categories, with the addition of... Read more continue reading

22 Nov 2024

Barron’s ranks Charlie Viola among Australia’s leading financial advisers

From Viola Private Wealth

Viola Private Wealth Executive Chair and Founding Partner, Charlie Viola, has been ranked fifth on Barron’s list of Australia’s Top Financial Advisers – the sixth consecutive year he has been... Read more continue reading

22 Nov 2024

If you still need more clients then you probably need different skills

From Tony Vidler - Adviser to the Advisers

Financial advisers who need more clients need to be better marketers than salespeople in today’s environment. For most that means they probably need new, or more, skills. Not more technical... Read more continue reading

20 Nov 2024

HSBC warns customers to be alert to investment scams

From HSBC

As scammers look at new ways to trick consumers into stealing their hard-earned cash, HSBC is warning customers to be extra vigilant when undertaking investments. According to the National Anti-Scam... Read more continue reading

19 Nov 2024

Open Banking – increase client personalisation and your profitability

The rise of Open Banking in the financial services industry The global rise of open banking has been driven by technological advancements and changing consumer expectations. Innovations in artificial intelligence... Read more continue reading

18 Nov 2024

Financial confidence and certainty in retirement

From Allianz Retire+

As an increasing number of Australians face retirement, there are mixed emotions. Will it be a time to realise dreams and accomplish long-held plans? How can I be certain that... Read more continue reading

18 Nov 2024

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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 [...]