Writing effective communications
Peace of mind is one of the most valuable traits an adviser can give a client. Without effective communication, giving piece of mind becomes a much tougher process writes Claudia Pritchitt.
February 07, 2023
Lonsec makes three executive appointments
Lonsec Holdings has appointed Bruce Hawkins as chief operating officer, Naomi Christopher as head of marketing and PR, and Steve Garth as chair of the product investment oversight committee.
February 07, 2023
Vanguard head of super to depart
Vanguard head of super Michael Lovett will leave the business at the end of February.
February 07, 2023
Changes to Allianz Retire+ leadership team
Allianz Retire+ has appointed Jason Hunt, Sandrine de Bonhome, and Sandra Bridgewater to its leadership team.
February 07, 2023
FPA and AFA announce EGM dates for merger vote, name change
Members of the Financial Planning Association and Association of Financial Advisers will vote on a proposed merger of the two associations at Extraordinary General Meetings (EGMs) for each association to be held on Tuesday, 28 February 2023.
February 06, 2023
A new year to usher in a fresh economic era for financial advice
Deregulation should not radically change the way good practices operate because the principles underpinning the current regulatory regime make smart business sense, Fortnum Private Wealth’s Neil Younger writes.
February 06, 2023
Women want trust, social proof and education from advisers: Netwealth survey
Women are “underserviced” by financial advisers and content marketing strategies need to be engineered to better earn their trust, according to research from Netwealth. Currently, almost 90 per cent of women seeking advice will rely on existing relationships for referrals.
February 06, 2023
Kaplan reporting high enrolments despite potential exp pathway
Despite conjecture around the experience pathway, Kaplan Professional is reporting high enrolment numbers in 2023 for financial advice related courses.
February 06, 2023
AIST renews call to measure menopause impact as estimated cost soars
The Australian Institute of Superannuation Trustees (AIST) has increased its estimate of the cost of menopause to more than $112.2 billion as it continued to urge the Federal Government to measure and report on its impact on women’s retirement incomes.
February 06, 2023
Magellan head of marketing joins Schroders Australia
Magellan head of marketing Lucy Briggs has departed the troubled fund manager to join Schroders Australia in the same role.
February 06, 2023
‘It shouldn’t be growth at any cost’: The balancing act of staff management
The balancing act between keeping staff happy and pursuing business growth means advice practices have to make pragmatic decisions around how to develop and maintain culture.
February 03, 2023
