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Financial planning
With a growing number of advisers now running their own business, they need to pivot their career identity to being a business owner rather than just as a financial advis...
Financial planning
VBP consultant Sue Viskovic has warned advisers thinking of going self-licensed that they need to act “from a business head, not an adviser head” when it comes to scaling...
Financial planning
A recent financial advice market update has identified three factors that are holding businesses back from achieving their full potential, while a business consultant has...
Financial planning
Outsourcing company Vital Business Partners has taken a minority equity stake in a digital platform for financial advisers, which will help fund its future growth plans. ...
Financial planning
Integrating regular meetings within a financial advice team – from daily huddles to quarterly reviews – is essential for fostering sustainable long-term growth, according...
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
As statements of advice move into the rear-view mirror, Vital Business Partners explores how financial advisers are adopting innovative documentation strategies....
Features
Australian financial advice firms are increasingly looking towards outsourcing as a tool to optimise their business, two industry professionals share, freeing advisers to...
Financial planning
With Australians warming up to the idea of advice since the QOA Review, firms are already seeing ‘overwhelming’ client volumes and need to be prepared to meet that demand...
Financial planning
Companies looking to make acquisitions of financial advice firms are seeking those which have specialisations or a positive business culture rather than just a large clie...
People & Products
Financial planning support firm Virtual Business Partners has made two appointments in newly-created roles, including a former financial planner. ...
Financial planning
In the move by firms to delegate away low-value tasks, technology is improving but still struggles to keep pace with all the various parts of financial advice....
Financial planning
Advice practices which can show they are able to scale up their business via the introduction of new talent are going to be the most valuable firms going forward....
Financial planning
With many advisers having now passed the Financial Adviser Standards and Ethics Authority exam, now is the time to think about business expansion....
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MARKET INSIGHTS
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...