Technology and a clear offer key to dealing with less profitable clients
Advisers increasingly will adopt technology solutions to help deal with less profitable client as a more palatable alternative to jettisoning them altogether or simply pricing advice out of their reach.
October 10, 2023
Why more advisers are pitching advice as an investment, not a cost
Framing financial advice as "an investment in oneself" rather than just a cost is a big step towards being able to reconnect a client to the true value of advice, and charge for it accordingly.
October 10, 2023
Executive team changes at TAL
TAL group CEO and managing director Brett Clark has announced new executive leadership appointments.
October 10, 2023
SuperConcepts launches SMSF trustee dashboard innovation
SuperConcepts has released a trustee dashboard innovation called SuperMate Client View.
October 10, 2023
Don’t make growth optional – act now
Financial advice businesses face a moment of unparalleled opportunity. But the window will not stay open forever and advisers must act decisively or risk getting left behind. Those that hesitate may live to regret it.
October 09, 2023
Tributes flow for advice veteran Tony Bongiorno
The financial planning profession is mourning one of its founding fathers following the death of Tony Bongiorno in a tragic cycling accident. Over almost 60 years, Bongiorno helped build the family practice into a nationally recognised brand and gave back to the profession through mentorship and thought leadership.
October 09, 2023
CALI announces ReCALIbrate recipients
The Council of Australian Life Insurers (CALI) has announced the inaugural recipients of its ReCALIbrate grants program.
October 09, 2023
Mason Stevens appoints asset allocation head
Wealth platform provider Mason Stevens has appointed David Macri as head of asset allocation.
October 09, 2023
Allianz Retire+ appoints technical services head
Allianz Retire+ has appointed Justine Marquet as head of technical services.
October 09, 2023
PY pros outweigh the cons, but small firms still hesitant to absorb costs
It takes more effort, time and cost to take a new adviser through a professional year than it does to poach one from a competitor, but the firms that are going to the trouble are finding the pros of the PY outweigh the cons.
October 06, 2023
The best investment for advisers and their clients
Professional advisers must continuously invest in their education, training and personal development, whether mandated or not, or they risk falling behind and becoming obsolete, says Invest Blue’s Kasey Patterson.
October 06, 2023
UniSuper and global investors acquire Tasmanian forestry estate
UniSuper, alongside the UK’s Pension Protection Fund and a subsidiary of Dutch pension fund ABP, have acquired a 170,000-hectare hardwood plantation in Tasmania from asset manager New Forests for an undisclosed sum.
October 06, 2023
