Opinion
Gaining quality referrals
We all need to encourage much more than the current 20 per cent of consumers that are engaging with an adviser. So, what are the best practice techni...
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We all need to encourage much more than the current 20 per cent of consumers that are engaging with an adviser. So, what are the best practice techni...
2020 has been one of the unprecedented challenges for all SMEs – whether our own businesses or those of our clients – with the economic impact and...
On 21 July, the government confirmed it will extend some financial assistance measures beyond September. However specific coronavirus support will be ...
In a webinar as part of the FPA’s Virtual Congress last week, I gave attendees a preview of the Australian Financial Complaints Authority’s (AFCA)...
There is dissatisfaction and anger with AFCA and their processes. There are feelings of victimisation and unfairness with AFCA outcomes from financial...
The complaint resolution scheme administered by the Australian Financial Complaints Authority is one of a few key factors that is turning retail advic...
If knowledge is power, consumers are now more powerful than ever. With the world of information at our fingertips, the journey of buying begins long b...
The writing was on the wall long before the COVID-19 sell-off. Active management and the use of currency ETFs have helped our clients avoid the worst ...
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