The life-first adviser and how to be one
Client-centric advice is the key to success. You can provide it by asking the right questions, listening to the answers, and shifting away from product sales.
June 21, 2017
See the future face of financial planning at Best Practice Forum
The characteristics, skills and education expectations of today’s and tomorrow’s advisers will be key discussion points at this year’s Best Practice Forum.
June 21, 2017
AIA Australia launches OneLife to support healthier lifestyles
AIA Australia, one of the largest life insurers in Australia*, today announced the launch of its AIA Vitality online community, OneLife. Research shows that only 40% of adults in Australia know enough about their health to meet the complex demands of modern life. OneLife aims to inspire Australians to not only learn more but to
June 20, 2017
When efficiency becomes the enemy of growth
In the third of a series of four articles, Koda Capital looks at the decisions private advisory firms have to make for efficiency and attempts to determine where to draw the line.
June 20, 2017
Elder abuse and the dangers for financial advisers
Elder abuse is on the rise and advisers need to prepare themselves to be able to deal with it should it happen to one of their clients.
June 20, 2017
Current market risk overstated – BAEP
While it is wise to be wary in today’s market environment, there is no need for investors to feel overly anxious about the outlook for investment markets, says Julian Beaumont, investment director at BAEP. “The key thing for investors to keep in mind is that now isn’t the time to panic about things like
June 19, 2017
Following in Dad’s footsteps, transforming the industry
Emma Oliver and her sister became their father’s succession plan at Complete Financial Planning. Now they want to see more women in the fold.
June 19, 2017
PR hasn’t vanished but its role has evolved
The last 10 years have brought a dramatic shift in the way marketing is delivered, thanks to the explosion of social media such as Facebook and Twitter.
June 19, 2017
Is short money the smart money?
Zenith Australian Shares – Long/ Short Sector Review Is short money the ‘smart money’? Do investors who short sell possess an information advantage or higher skill than traditional, long-only investors? Can short sellers earn superior profits? These questions underpinned an academic study to confirm or disprove this concept within the Australian sharemarket context as part
June 16, 2017
