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PRACTICE MANAGEMENT
Financial planning
As financial advisers seek out practice management support, the purpose of BDMs has shifted beyond just selling investment products to providing invaluable guidance to ad...
Financial planning
Over seven in 10 financial advice practices that embrace technology are enjoying profits above 10 per cent, compared to just 43 per cent of firms that have not done so....
Financial planning
There are six critical factors that high-performing financial advice businesses have in common, new data from VBP-backed Elixir Consulting highlights....
Financial planning
This senior consultant has emphasised why ‘playing the long game’ of cultivating a desirable work culture is vital for high-performing financial advice firms and their te...
Financial planning
Insights from Ensombl has ranked practice management as the most frequently discussed topic among financial advisers as many move away from a licensee to set up their own...
Features
Running a financial advice practice has never been harder, Jassmyn Goh writes, and advisers must find efficiencies and restructure their revenue sources to deliver their ...
Features
Although there is no set structure when it comes to practice management, advisers need to know what they want to achieve and how to best communicate their needs, Oksana P...
Financial planning
The adoption of managed portfolios can enable advice practice redesign, with a case study of a small firm showing that it can both benefit clients and provide a springboa...
Features
Technology can provide a helping hand for financial advice businesses adjusting to the post-Royal Commission industry landscape, Oksana Patron finds....
Expert Analysis
As vital as business development is to the successful management of a financial planning practice, it often falls by the wayside. Ray McHale outlines how to complete a br...
Features
As the financial planning industry moves towards a goals-based, client-centric model, Anastasia Santoreneos investigates why it’s taken so long, what the expectations are...
Financial planning
Planners’ uptake on providing advice on insurance is low, leading to adverse impacts on practice revenue derived from risk advice, Investment Trends has found....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...