Business Excellence

You are in Business Excellence (Page 34)

Thought leadership not just about leaders

From Intelligent Planning

Introducing a Thought Leadership Forum to its financial advisers in Sydney this month, Intelligent Planning managing director, Phil Osborne said that while the profession needs thought leading ideas, they should... Read more continue reading

30 Apr 2024

Ethics and criminality

From AdviserVoice - This Ethics article is proudly brought to you by GSFM

Ethical considerations lie at the heart of financial advice, shaping the relationship between advisers and their clients and underpinning the trust upon which this relationship is built. Despite this, a... Read more continue reading

26 Apr 2024

Zero interest rates are inevitable as household savings fall, debt builds

From Quay Global Investors - a Bennelong Funds Management boutique

Households are facing significant pressure on their balance sheets, however this is not a function of ‘the cost-of-living pressures’ or interest rates. The squeeze on households is coming from deliberate government... Read more continue reading

26 Apr 2024

The stages of retirement- the adviser’s role

From Allianz Retire+

Retirement marks a significant transition in one’s life, representing the culmination of years of hard work and financial planning. In this article from Allianz Retire+, the important role advisers play... Read more continue reading

24 Apr 2024

intelliflo launches SMSF modelling to streamline sophisticated advice, improve reporting

From intelliflo

intelliflo, the global cloud-based technology solution for financial advisers, has launched comprehensive cashflow modelling for self-managed super funds (SMSFs) within its intelliflo office financial advice software. This update includes detailed cashflow inputs, projections,... Read more continue reading

22 Apr 2024

Scam alert – the role for advisers in our biggest consumer protection challenge

From AdviserVoice - this Regulatory Compliance and Consumer Protection article is proudly brought to you by Russell Investments

Introduction Financial scams are arguably the biggest consumer protection challenge facing the financial sector in 2024. With data suggesting scams are costing Australian consumers more than $3 billion each year[1]... Read more continue reading

17 Apr 2024

5 things you need to do before buying a practice

From Tony Vidler - Adviser to the Advisers

For many advisers buying another practice or book of clients will be a serious growth strategy to be considered. It is a primary strategy for attaining scale and a viable... Read more continue reading

15 Apr 2024

AI’s transformative role in credit decisioning and digital lending: Driving financial inclusion in APAC

From Aryza Group

In the dynamic landscape of finance, where digital transformation is rapidly reshaping traditional practices, Artificial Intelligence (AI) emerges as a pivotal force driving innovation, efficiency, and inclusivity. Nowhere is this... Read more continue reading

15 Apr 2024

You fix financial worries…so why not market that?

From Tony Vidler - Adviser to the Advisers

It seems pretty much everyone has financial worries. “Investors spend 475 hours a year worrying about money” apparently. Well I bet the people who don’t have enough to be considered... Read more continue reading

08 Apr 2024

More than a nest egg: Challenger’s Index reveals drivers of retirement happiness

From Challenger Limited

Challenger’s inaugural Retirement Happiness Index paints a vibrant picture of Australians, in or near retirement, with physical health and financial security being the primary factors influencing contentment of those over... Read more continue reading

05 Apr 2024

FIRST 1...30 31 32 333435 36 37 38...254 LAST

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 [...]