Business Excellence

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Marketing blueprints – a 5 step guide to building your advice practice marketing plan

From AdviserVoice - this Best Practice article is proudly brought to you by Bennelong Funds Management

Introduction A common attribute of leading financial practices is their disciplined and formalised approach to planning. For those advisers who are also practice principals, having a documented business plan –... Read more continue reading

27 Jan 2022

Businesses in the RAT race, beware of Fringe Benefits Tax

From Pitcher Partners Sydney

As the race to secure supplies of COVID-19 Rapid Antigen Tests (RAT) heats up due to the ongoing wave of Omicron throughout the community, it is important for businesses purchasing... Read more continue reading

24 Jan 2022

Is your marketing budget as big as your dream?

From Tony Vidler - Adviser to the Advisers

Nobody likes a budget – even financial advisers don’t. But a marketing budget for your business is a good budget…it’s an investment in growth. Even well established advisory firms usually... Read more continue reading

21 Jan 2022

Advice Revolution helps firms reduce client book migration time by up to 35%

From Advice Revolution

Businesses are struggling with the burden of fulfilling ASIC’s ‘know your client’ obligations in situations where multiple clients simultaneously require advice. These requirements are taking up to 8 Weeks for... Read more continue reading

10 Dec 2021

Cyber risk seen as top threat to financial markets, with increasing concerns around inflation and climate change: Survey

From DTCC

Cyber risk ranks as the greatest threat to the global financial markets in 2022, with the COVID-19 pandemic and geopolitical tensions rounding out the top three threats overall, according to a... Read more continue reading

10 Dec 2021

Compliance the major focus for advice firms

From Dimensional

Managing compliance and regulatory changes has emerged as the number one operational challenge for Australian financial advice firms in a major new global survey of the financial planning industry by... Read more continue reading

10 Dec 2021

Ian Laughlin awarded Actuaries Institute’s highest honour for lifetime’s work

From Actuaries Institute

Ian Laughlin, a former deputy chair of APRA, with a distinguished corporate career as a managing director and board member, has been awarded the Australian Actuaries Institute’s highest honour, a... Read more continue reading

08 Dec 2021

Five tips to make wealth management offices more welcoming after lockdown

From JLL Work Dynamics

With more people heading back to the office for at least part of the week, wealth management firms of all types are facing the challenge of how to entice workers... Read more continue reading

07 Dec 2021

Identity theft – financial advisers at the consumer protection frontline

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

The world is full of traps for the unwary. Seemingly every day, millions of Australians are bombarded with emails, SMSs and robocalls attempting to defraud them of money, data, and... Read more continue reading

06 Dec 2021

Financial Advice tech – a practical checklist for driving increased efficiency and better client engagement

From AdviserVoice - this Best Practice article is proudly brought to you by Bennelong Funds Management

As the financial advice landscape devolves away from large institutions to smaller, self-licensed entities, advisers and practice principals are increasingly being faced with the need to be far more active... Read more continue reading

03 Dec 2021

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Earn CPD Points

CPD: The structural advantage of US middle market private credit
Private credit has moved from a niche institutional allocation to a mainstream component of modern portfolio construction. It offers advisers a compelling way to enhance income, diversification and portfolio resilience. [...]
CPD: Rupture and resilience
The global economy is no longer gliding along a familiar path of ongoing globalization and increasing integration. In the words of Canadian Prime Minister Mark Carney, the world is undergoing [...]
CPD: A TTR strategy for modern retirement
We are currently witnessing one of the most significant demographic transformations in Australia’s history. Over the next decade, an estimated 2.5 million Australians are expected to enter retirement[1]. This article, [...]
CPD: Trend following in uncertain times
Trend following strategies aim to generate returns by capturing sustained price movements across a diverse range of asset classes. Unlike traditional investment approaches that rely on valuation or forecasting, trend [...]
CPD: Aged care advice and ethics
Data from the Australian Institute of Health and Welfare (AIHW) shows that Australia’s population aged 65 and over is projected to reach 22% – or 8.8 million people – by [...]