Today’s leaders are determined yet flexible
Leadership in these complex times requires an open mind, rejection of the easy way out, and a willingness to be influenced by the team.
June 15, 2017
Staff perks no panacea for the stress of poor ethics
Organisations wanting to get serious about workplace mental health “need to go beyond yoga, free fruit bowls and engagement surveys".
June 14, 2017
Transfer balance cap means there’s more to report
Advisers will need to flag new account-based pension reporting requirements with self-managed super fund clients.
June 14, 2017
It’s hard to see the ethics through all that jargon
The language of the financial services industry obscures moral issues practitioners routinely face.
June 14, 2017
Melbourne planner trades fisticuffs for finance
When it was time for Scott Brouwer to move on from trading blows in the ring, rolling with the punches meant starting a career in financial planning.
June 13, 2017
Professional codes only as strong as enforcement powers
Panellists at the Banking and Finance Ethics Conference agreed that codes and standards are only as good as how they are enforced, then discussed ways to get it right.
June 13, 2017
High-pressure sales tactics are a poor fit for today’s world
Sales is an important function for any business, which is why it’s critical to weed out the use of pushy tactics and replace them with a new way of thinking.
June 13, 2017
Easy to tell the best from the rest at Licensee Summit
Today, licensee businesses generally fall into two distinct groups: One is still talking about the need to change; the other has simply changed.
June 09, 2017
Licensee of the Year winners revealed at summit
CoreData and Professional Planner have named the winners of the 2017 Licensee of the Year Awards. Matrix Planning Solutions took home top honours.
June 09, 2017
From a ‘very bad start’ to Licensee of the Year: A winner’s tale
CoreData and Professional Planner’s Licensee of the Year explains the role of technology in turning its fate around.
June 09, 2017
