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Showing 6991 - 7000 of 9822 results for "Advisers"

Distilling the 'why' unlocks social media success

MARK STORY  |  TUESDAY, 5 FEB 2013
It's impossible for financial advisers to be better connected to themselves, argues Canberra-based Matt Battye managing director of Complete Wealth unless they take the time to do what he calls 'distilling the why'. Speaking at the inaugural AdviserEdge ...

Social media a counter-balance to info overload

MARK STORY  |  TUESDAY, 5 FEB 2013
Financial advisers can achieve immediate wins in the social media stakes if they only bother to properly service existing clients, ensure their LinkedIn profile is built efficiently, and overcome their fear of making a video. That was one of the key ...

XPLAN best planning software in 2012

BEN COLLINS  |  MONDAY, 4 FEB 2013
... is an in-depth analysis of the eight fully featured planning applications most frequently used by Australian financial advisers. Specific focus on client engagement, scaled advice, mobile and tablet technology, and the requirements under FoFA has made ...

Advisers expect greater focus on efficiency after FoFA

MARK SMITH  |  MONDAY, 4 FEB 2013
The single biggest outcome financial advisers expect to see from the Future of Financial Advice reforms is an increased focus on efficiency and greater use of technology, according to a survey commissioned by Zurich Australia. The telephone survey of ...

Social media anything but rocket science

MARK STORY  |  MONDAY, 4 FEB 2013
The proper adoption of social media strategy by financial advisers will help to raise up the public perception of the sector so often portrayed badly by media. This was the call to arms within the opening address by Baz Gardner conference host and Social ...

Email tops in social media stakes

MARK STORY  |  MONDAY, 4 FEB 2013
... that Gardner, host and organiser of this year's AdviserEdge Social Advice Summit, imparted to the 250-plus financial advisers on day one of this inaugural event at the Gold Coast Convention and Exhibition Centre yesterday. Unlike other forms of social ...

New BDM for AUI

BEN COLLINS  |  FRIDAY, 1 FEB 2013
... national manager - adviser distribution at AUI, said that Thomas brings an excellent understanding of the needs of financial advisers, and a strong network within the industry to the role. "AUI continues to grow within the NSW and ACT region and Shaun ...

Advisers head to Gold Coast for social media conference

BEN COLLINS  |  FRIDAY, 1 FEB 2013
... scale and new relationships, and making these relationships more efficient," said Gardner a former financial adviser. "Advisers who are adapting to social advice are more efficient and they can get their message across easier." More information about ...

SFG appoints CIO for Mosaic

BEN COLLINS  |  THURSDAY, 31 JAN 2013
... said. "I am looking forward to growing the Mosaic investments team and refining our strategy to continue to add value to advisers and their clients through our products and services," he said. As chief investment officer, Drennan will be responsible ...

Planners revise down growth expectations

MARK SMITH  |  THURSDAY, 31 JAN 2013
... listed investments. Meanwhile, inflows to international assets remain steady at 26% of client inflows, despite last year advisers expecting this to increase to 29%. "This is not surprising given the uncertainty in overseas markets," said Blewitt. "Home ...

Editor's Choice

Treasury responds to Debelle's review into the AOFM

KARREN VERGARA
Treasury has responded to the Guy Debelle-led review into the Australian Office of Financial Management (AOFM), agreeing to all six recommendations.

Bravura ups guidance, reports earnings increase

RIDDHIMA TALWANI
Bravura Solutions informed investors cost discipline will protect its full year earnings result after a client migrated to a Business Process Outsourcing (BPO) early in the year.

MaxCap hires from Vanguard, AustralianSuper

MATTHEW WAI
MaxCap has welcomed two senior directors, including a portfolio manager from Australia's largest super fund, reporting to the recently named chief executive Kylie Robb.

Zenith snags mandate from Granite Bay

MATTHEW WAI
Granite Bay Private Wealth has selected Zenith Investment Partners to support their investment governance and due diligence.

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Since becoming chief executive, Blake Briggs has renewed the Financial Services Council's influence, expanded the membership base, and strengthened its policy and advocacy credentials. Karren Vergara writes.
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