Access at heart of fixing broken advice model

07-Sep-2017

The contemporary model for advice accessibility was “broken”, meaning financial planners must look for new opportunities to reach the broader pool of unadvised Australians, according to fintech start-up N.. Read More

Client engagement central to Centrepoint PD

14-Dec-2015

Non-institutionally owned financial services organisation Centrepoint Alliance has concluded a round of professional developments (PD) days across the country to help its advisers sharpen their focus on the client experi.. Read More

A new era for adviser professional development

02-Dec-2015

New networking groups were emerging within the financial advice space that appeared to be providing more suitable content for the younger cohort of advisers coming through the ranks, according to Price Financial Inte.. Read More

Aged-care services broaden advice prospects

20-Oct-2015

Aged care provided valuable opportunities for generalist advisers to build out their service propositions and access a more extensive client base, according to Aged Care Steps. “More and more, we’re .. Read More

Quantum outlines key leadership traits

12-Oct-2015

Building an independent team is one of many key leadership characteristic financial planning practice principals need to achieve success, according to Quantum Financial principal Claire Mackay. An independent te.. Read More

Gen Ys require proposition makeover

30-Sep-2015

Wealth building and financial control were increasingly on gen Y’s agenda, so in order to effectively access and service the group, advisers needed to adjust their value proposition, according to ING Direct. .. Read More

Midwinter strikes deal with Merit Wealth

21-Aug-2015

Midwinter has struck a software agreement with Merit Wealth Financial Services and flagged that it anticipated a number of similar deals over the next quarter, the software provider said yesterday. Midwinter ma.. Read More

Industry must adapt to generational change

20-Aug-2015

Escalating social and demographic changes to the traditional wealth management client base, coupled with the strong adoption of digital delivery, were transforming the provision of next generation platforms, products.. Read More

netwealth adopts tax automation service

12-Aug-2015

Calastone has announced the implementation of its new automated distribution service, with the netwealth platform among its first adopters. The global funds transaction network yesterday said its distribution so.. Read More

Barrett’s acquisition model no threat to AFSLs

12-Aug-2015

Of the Australian financial services licensees (AFSL) Paul Barrett’s Next Generation Advisory (NGA) business had spoken to, about two-thirds were very comfortable with NGA’s practice acquisition model, wh.. Read More

Spiers says professionalism a group effort

10-Aug-2015

Professionalism in the financial services industry must be a team effort that not just planners but all members of an organisation take on board, a BT Financial Group (BTFG) executive said last week. Speaking at.. Read More

Aged Care gurus