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Showing 71 - 80 of 173 results for "TIPS"

UniSuper partners to bridge financial literacy gap

JAMIE WILLIAMSON  |  FRIDAY, 27 JAN 2017
... eight-to-14-year-olds, the program is designed to educate children about money via activities and games and provides parents with tips on instilling positive money behaviours from an early age; research commissioned by T. Rowe Price found the games helped ...

ASIC gives green light to FPA fees code

JAMIE WILLIAMSON  |  THURSDAY, 24 NOV 2016
... Australians in improving their financial wellbeing. The Money & Life website will offer up-to-date information, practical tips and real life stories to help Australians manage their finances, while also giving consumers the opportunity to subscribe to ...

Strategy Steps sold to knowIT

KERRIE SYDEE  |  THURSDAY, 13 OCT 2016
... advisers and provides practical support to help develop financial planning strategies, provides regulatory updates and offers tips to help maximise business opportunities in client reviews. Chief executive of knowIT Wayne Wilson said the company had ...

The best marketing is no marketing for advisers

MARK SMITH  |  TUESDAY, 11 OCT 2016
... former AFA Adviser of the Year Jenny Brown and Al Ramos, the founder of accountancy practice Chess, to offer their practical tips for delegates. Ramos said referrals represent a big chunk of most advisers' future revenue so it was crucial to have a system ...

Top tips to kill your advice business

KERRIE SYDEE  |  FRIDAY, 7 OCT 2016
... Speaking as part of a focus session at the 2016 AFA National Advisers Conference, Kearney took delegates through his top tips to murder their financial planning businesses. His first tip focused on strategy and steering clear of the frontier. "The murder ...

What to consider before opting for managed accounts

JAMIE WILLIAMSON  |  WEDNESDAY, 7 SEP 2016
... Thwaites and Lonsec Investment Solutions chief investment officer Lukasz de Pourbaix, were asked to share their top three tips for advisers considering managed accounts. All agreed that knowing your own objectives and why you wanted to enter the managed ...

UniSuper creates member comparison tool

DARREN SNYDER  |  WEDNESDAY, 29 JUN 2016
... we are able to give a clear indication of how they are progressing toward their retirement goals. We can then also provide tips and support to help them improve their current situation, sooner rather than later." O'Sullivan said the tool is in line with ...

New resource hopes to inspire women

KERRIE SYDEE  |  WEDNESDAY, 22 JUN 2016
... to inspire and support women in financial services with their careers, lives and businesses through personal insights and tips. The series will provide mentoring through providing "old school methods and delivering them via video", education through ...

Adviser roadshow shines light on modern-day advice

MICHELLE BALTAZAR  |  THURSDAY, 18 FEB 2016
Financial advisers took home plenty of business tips at an adviser roadshow yesterday - and many of them are refreshingly unconventional. The main function centre of Doltone House, overlooking the waterfront view of Jones Bay Wharf in Sydney, was the ...

Advisers under the Periscope

MICHELLE BALTAZAR  |  THURSDAY, 4 FEB 2016
... their social media presence and strategy. This year's AdviserEdge summit also focuses on Business Innovation with practical tips on how to get real ROI on social. Conference speakers include FSPower50 entrants Michael Back (from AdviserEdge) and award-winning ...