All Articles tagged with 'Financial planning'

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FPA welcomes the new faces of financial planning

From FPA - Financial Planning Association

The Financial Planning Association (FPA) welcomes the new faces of financial planning to the professional body after already breaking 1,000 new members in financial year 2012-2013. Female financial planners represent

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02 May 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

3 steps for mastering the recruitment challenge – part 1

From The Dawson Partnership

2012 has thrown up a number of significant challenges for advisers but the one that has caused no end of frustration has been the issue of staff recruitment. Many owners of

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10 Dec 2012

No seriously, it’s not you–it’s me!

From Raymond Griffin - AdviserVoice

Welcome to the latest CPD article from Ray Griffin in which he explores what for some is the most difficult thing to do in professional practice – to ‘let a

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12 Nov 2012

Creating a win-win is the key to successful networking

From Tony Vidler - Adviser to the Advisers

The key to successful professional networking is as simple as creating a win-win…everyone know that. Advisers historically – for all their networking and personal sales and relationship management skills –

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06 Nov 2012

Why didn’t you get the business?

From Rachel Staggs - SRS Coaching and Consulting

In my role as a specialist coach to Financial Advisers I get the privilege of speaking to your clients and finding out what they like and what they don’t like;

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19 Oct 2012

Dropping the ‘F Bomb’

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

Settle down now – this is a paper on the other ‘F Bomb’, the one that now is a must for every financial adviser. That four letter word is of

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15 Oct 2012

Finding the right paraplanner for your business

From Paraplanning Network Australia

To be able to attract, develop and retain the right paraplanning staff for your business it’s crucial first to fully understand what paraplanning is as well as the different types

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04 Oct 2012

What does Female Excellence look like in 2012? Like this…#3

From TAL

Excellence in advice is more than just providing quality advice, it’s about going over and beyond your call of duty to provide the support and living tools people need –

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28 Sep 2012

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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 [...]
CPD: AI governance – a practical framework for advisers
Regulator scrutiny of AI governance just got serious In years to come, they may well call it the ‘Mythos effect’ – the point in early 2026 where all the concerns [...]
CPD: Thinking outside the box – providing a loved one a paycheque for life
Australia’s great wealth transfer is well underway. An estimated $5.4 trillion is expected to pass from those aged 60 and over to younger generations within the next two decades.[1] In [...]