All Articles tagged with 'best practice'

You are in Posts tagged 'best practice'

4 things I wish I was told about goal setting

From Elixir Consulting

Goal setting. You’ve heard all the one liners….‘If you don’t know where you are going, you’ll end up someplace else’; ‘Fail to plan and you plan to fail’; ‘A goal is a

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19 Mar 2014

Clever businesses forgetting to be smart

From Tony Vidler - Adviser to the Advisers

As everyone races to use new technologies and do cool new things in a bid to be different, there is a real risk of losing sight of the essentials. The

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14 Jun 2013

Video: Perception vs reality – it really does matter

From BusinessBlades

One of the hot topics in the industry at the moment is this latest Roy Morgan survey that says the public perception of the advice industry isn’t great. These latest

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05 Jun 2013

5 tips to stop you getting hammered!

From Tony Vidler - Adviser to the Advisers

As financial advisers get to grips with new regulations, rule changes and evolving best practice advice standards they are often losing sight of some commercial reality. All too often I

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16 Apr 2013

Psychopaths!

From Patrick Canion - ipac WA

I’m beginning to think financial planning is a profession filled with psychopaths. After some 28 years of helping people with their lives and their money, I am convinced that it

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08 Apr 2013

The secret to getting interviewing right #1

From Peter Dawson - The Dawson Partnership

If there is one critical element of the recruitment process you need to get right, it is how you go about conducting interviews. All too often an employer will take

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02 Apr 2013

Promises, promises…

From Raymond Griffin - AdviserVoice

A few weeks ago, for some unknown reason, I glanced at the local newspaper’s glossy real estate insertion into the weekend edition. As a small farm dweller for almost twenty

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07 Mar 2013

The tug of war in financial services.

From Strategy Steps

The attitudes and expectations of clients are leading the change for a new approach to advice and services provided by advisers and fund managers. Clients are increasingly adopting a ‘Do-it-with-me’

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06 Mar 2013

3 reasons clients love electronic engagement

From Tony Vidler - Adviser to the Advisers

There are some great reasons to go digital in your advice process: not least of which is that it gets rid of the “personal embarrassment” factor many consumers have when

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25 Feb 2013

Asset based fees – can you charge them?

From The Fold Legal

Advisers may need to rethink how they charge for advice under the Conflicts Priority Rule in Regulatory Guide 175 (RG175) as asset-based fees have the potential to create just as

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14 Jan 2013

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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 [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]