Business Excellence

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Behavioural profiling & business vision

From Ray Griffin - AdviserVoice - proudly brought to you by Bennelong Funds Management

Welcome to a new 6 edition Mini-Series of CPD available only on AdviserVoice which addresses issues that confront financial planning businesses large and small each and every day. In the... Read more continue reading

03 Apr 2012

Technology for the adviser toolkit

From Synchron Group

A number of technology business tools now available to advisers are helping to streamline the process of delivering financial advice, according to Synchron Chair Michael Harrison. Speaking at the Association... Read more continue reading

02 Apr 2012

Excellent professional advice uncovers life threatening illness

From Andrea Dixon

As we all know, professional financial planners do quite a bit more than offer around helpful monetary advice. Often, one planners’ initiative can change the course of a life. WA... Read more continue reading

05 Mar 2012

The power of video underestimated by financial advisers

From i-Impact Group

Australian financial advisers should embrace the power of video and not procrastinate in making it a core component of their overall marketing strategy said Mr Claudio O. Pannunzio, President and... Read more continue reading

29 Feb 2012

Enhancing client engagement through apps

Technology plays an ever increasing role in financial advisers’ service delivery. The ‘i’ age has brought with it tools to help advisers engage with clients. Devices such as iPads and... Read more continue reading

24 Feb 2012

Virtue celebrates 21st anniversary…& calls for pragmatic approach to FoFA

From Tony Vidler - Adviser to the Advisers

Dr Tony Virtue from Virtue and Partners is celebrating 21 years in the financial planning industry. Dr Virtue built the business – which was once a member firm of Associated... Read more continue reading

17 Feb 2012

New research reveals discrimination against older workers

From FSC - Financial Services Council

The Financial Services Council has today released research which shows older workers are being discriminated against in the workforce at a time when they are finding it hard to build... Read more continue reading

08 Feb 2012

Regulatory change not the only threat to advisers’ businesses

From Raymond Griffin - AdviserVoice

Do you think the market and the changing legislation is the only threat? Portfolio management is getting easier for all. Next time you’ve got a few minutes to spare, enter... Read more continue reading

27 Jan 2012

Your clients can get a MoneyStart start to 2012

From ASIC - Australian Securities & Investments Commission

ASIC’s MoneySmart website has a new budget planner to help people start 2012 with a fresh financial outlook. MoneySmart’s Delia Rickard said: ‘Getting out of debt and getting sorted financially... Read more continue reading

19 Jan 2012

Retirees caught in generation squeeze

From Equity Trustees

Many retiring baby boomers are facing a generation squeeze where they still have elderly parents to worry about as well as children who are financially dependent on them, says Mr... Read more continue reading

10 Jan 2012

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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 [...]