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How to blitz opt-in

Advisers can leverage new cloud-based technology to deliver a compelling value proposition that’s easy to articulate but hard for clients to resist. Peter Malekas writes.

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Saving, budgeting and cashflow management lead to improved client outcomes, risk-free

Author: Gil Gordon, Director, RI Lower Hunter (This article was published in Professional Planner 9th December 2015) Advisers who want to make a real difference in their clients’ lives can’t rely solely...

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Count down to 2016 with ten resolutions for financial fireworks!

Every January always brings with it promise of fresh beginnings and self-improvement.

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Advisers get a ClearView with new money management solution

Listed financial services company ClearView Wealth Limited (ASX: CVW) will roll out a new cloud-based money management solution across its financial planning subsidiaries, ClearView Financial Advice and Matrix Planning Solutions,...

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The Twelve (Pay) Days of Christmas

What do you want this festive season? French hens, turtle doves, even a partridge in a pear tree aren’t exactly on most people’s wish list. Financial freedom is, however.

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65 Not Out! Retiring From Your Employment Innings On A High.

When you’re young, retirement seems like something you don’t have to worry about ‘til much later in life.

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Make your end of year festivities go further!

It may be known as the silly season, but there’s no need to lose your cool — or cash — at Christmas.

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A game of scale: Building sustainable advice businesses

Making financial planning scalable has been a major challenge for advice practices.

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FINTECH MARRIAGE SPAWNS NEXT-GEN PLATFORM

October 19th 2015: Advisers can now automatically track their clients’ bank, superannuation and investment account balances, determine the optimal way to invest funds and monitor a client’s financial progress with...

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