Video: Estate Planning

From

With an ageing population and increasing divorce rates, the demand for estate planning solutions will continue to grow rapidly in both the short and long-term. For many advisers, the term

continue reading

Hot business tip no. 2: Survey your clients

From

It may seem self evident that you care about what your clients think, and yet – according to Rod Bertino from Business Health – only 15% of practices formally seek feedback from their

continue reading

AFA: What consumers really want from their advisers

From

What financial advice clients really want from their advisers is a strong professional relationship. This is one of the findings of New Frontiers, a white paper which assessed the views

continue reading

Premium Wealth Management releases succession planning Safety Net for advice firms

From

Member-owned financial planning group, Premium Wealth Management, today announced the launch of the next phase of it’s succession planning program ‘Succession Ready’; The Premium Safety Net. The Premium Safety Net

continue reading

What do your clients think of you?

From

Few advisers would disagree that providing top class client service is a critical part of running a successful practice, but it is dangerous for planners to assume that they know

continue reading

Benchmarking financial planning practices

From

The advent of benchmarking and the “Balanced Scorecard” have provided many Australian advisory businesses with some fabulous information over the last few years. However, the warning by Mark Twain that

continue reading

ASIC: corporate insolvencies on the rise

From

Official figures released by ASIC today reveal corporate insolvencies have risen 4.4% in the 2010-11 financial year to date. ASIC’s Senior Executive Leader of the Insolvency Practitioners team, Adrian Brown,

continue reading

Operational Compliance – Can We Tick All the Pre-FoFA Boxes?

From

While we don’t intend to debate the merits (or otherwise) of each component of the Future Of Financial Advice (FoFA) reforms in this article, like everyone who is truly committed

continue reading

Not To Do In 2011

From

Notwithstanding the rollercoaster ride which has been financial services for the past few years (forever it seems at times!), there’s no doubt in our mind that another challenging year awaits

continue reading

2010 – How ‘healthy’ are Australian practices?

From

As Australia’s baby boomers move inexorably towards their retirement, many will turn to their financial adviser for help and guidance. How much will they need to fund their retirement? What

continue reading