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.
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...
Count down to 2016 with ten resolutions for financial fireworks!
Every January always brings with it promise of fresh beginnings and self-improvement.
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,...
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.
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.
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.
A game of scale: Building sustainable advice businesses
Making financial planning scalable has been a major challenge for advice practices.
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...