Keep your corporate gifts out of landfill
This time of year, almost every business invests in a bunch of marketing freebies for clients. Think this through or you’ll end up buying junk.
December 04, 2017
Sometimes, bad experience is the best teacher
Nicole Heales saw quite a few examples of what not to do in the industry before she started her own firm. Now she feels like she’s found her calling.
December 04, 2017
Grad Mentor’s chatbot speaks next-generation language
Graduate placement provider uses social media and predictive tech to help attract young talent to the financial advice industry.
December 01, 2017
Finalists list: 2018 Conexus Financial Superannuation Awards
The Conexus Super Awards attracted a record number of entries this year. Here are the finalists.
November 30, 2017
Smythe Financial to merge with Minchin Moore
Sydney-based Smythe Financial Management will merge with Minchin Moore Private Wealth, effective next week, creating an advice firm catering to intergenerational needs.
November 30, 2017
Give yourself a plan for taking on elder abuse
Dealing with a suspected case of financial abuse against one of your clients is a tricky proposition with no easy answers. Some basic principles and planning ahead can help.
November 29, 2017
Use what you’ve got: leveraging existing clients
Client testimonials can be compelling for consumers and appealing to journalists. Here’s how to tell user stories, in words or moving pictures.
November 29, 2017
Uni challenge winners get inspired at FPA congress
The victory tour for AMP University Challenge winners Monica Rayos and Artur Kurnikov took off last week, as the duo took in sessions at the FPA Professionals Congress in Hobart.
November 28, 2017
Never been one for a cavalier attitude
Tracey Sofra remembers when the industry had ‘no rules and no statements of advice’. She didn’t operate that way then and she’s happy to see the industry raising standards now.
November 28, 2017
FPA highlights gallery – MONA, keynotes and more
View more images from the 2017 FPA Professionals Congress, held in Hobart.
November 27, 2017
FASEA’s Sanders calls for ‘group effort’ on new rules
The standard-setting body’s chief executive, Deen Sanders, responds to accusations of a lack of consultation and says FPEC accreditation provides a pathway to a degree for now.
November 22, 2017
