Latest Poll – Is Fee-For-Service For You?
In our latest poll, we ask you whether you are likely to charge a fee for your services in the future.
National adviser firm, Kepa,...
Is Your Business Ready for Licensing?
The Adviser Platform has put together a two-minute quiz for advisers to help them find out if their business is ready for licensing. Managing...
Top Tips on How to Engage Millennial Clients
The CEO of Australian company Lifespan Financial Planning, Eugene Ardino, writes about one of the advisers in his business, Arkadiusz Bryl, who has developed...
Latest Poll – Are You Applying For A Licence?
As 4 November draws nearer, when applications for transitional licensing open, our latest poll revisits the question of who will be applying for a licence...
Advisers Underprepared for Licensing – The Adviser Platform
The Adviser Platform (TAP) Managing Director, Ryan Edwards, has voiced his concern that many advisers may be underprepared for the new licensing environment, whether it...
Building Effective Referral Relationships
Managing Director of Triplejump Group Holdings, Cecilia Farrow, explains the value of establishing referral relationships and how to get to know them, educate them...
Law Firm Concerned with Complexity of CoFI Review and FSLAA Reform
KensingtonSwan has voiced its concern on the increased complexities of financial sector law and the potential impact of financial advice providers.
This follows the...
Buy Prices Fall For Risk Books in Australia
Radar Results Principal, John Birt, says that prices offered for financial planning and risk books have declined in Australia.
A summary of over 130 financial...
Insights From a 20 Year MDRT Adviser
Auckland-based financial adviser and MDRT member for the past 20 years, Emily Tsai of Asia Insurance Advisers shares insights on how to keep your...