Win with eDMs: Know your audience and target well
Electronic direct mail has made engaging with clients easier for small businesses; proper use of automation, big data and calls to action will lead to success.
June 26, 2017
It’s in your interest to join a real professional association
Professional associations serve the public interest, not their members. Planners and groups that don’t understand this don’t serve anyone particularly well.
June 23, 2017
Legg Mason Martin Currie strategies added to Macquarie Wrap’s SMA
Legg Mason, one of the world’s largest funds management groups, today announced that the Legg Mason Martin Currie Real Income and Equity Income funds are now available to financial advisers across the Separately Managed Account (SMA) investment option on Macquarie Wrap. The inclusion of our real income and equity funds on Macquarie Wrap reflects the
June 22, 2017
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
