Opinion
Giving more than financial freedom in retirement
For advisers there is a large role to play in making sure your clients know what they’re doing as they enter the retirement phase. While finances ca...
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Opinion
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Running an AFSL requires hope and luck
If you think it’s tough to run a financial planning practice, think about what it’s like to run an AFSL. Licensees face low profits and even less ...
Diversity of thought
Advisers need to lean on technology to build a business that is solutions-focused and secure clients for life. Write comment (2 Comments) ...
Join the club
Dissatisfaction with our industry associations is rife, but they still offer value for advisers. Write comment (10 Comments) ...
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Blog
Shaking the tree
There are problems with the dealer group recruitment model, but a revolution is coming. Write comment (0 Comments) ...
Blog
How to demonstrate value to your ideal client
Identifying your ideal client and demonstrating value to them can be tricky, but it starts with a simple brainstorm. Write comment (0 Comme...
Blog
Make the ombudsman opt-in
The institutions are driving the push to a single external dispute resolution (EDR) scheme. It should only apply to them. Write comment (3 Co...
Blog
Beware the flashing lights
The debate over s923A of the Corporations Act is raging, but don’t let the warning lights stop you now. Write comment (7 Comments) ...