Is your practice focusing on the right outcome when managing a claim?BY MARCELLO BERTASSO | FRIDAY, 6 DEC 2024 8:02AM As the cost-of-living crisis continues in Australia, people are under more financial pressure and need to stay in the workforce longer. When life takes an unexpected turn, such as illness or injury, the ...
 Solving the advice gap challengeIn today's evolving technology landscape, there is rapidly growing interest in leveraging digital solutions to address the various challenges, particularly ...  Five steps to drive high performance in advice firmsAustralian financial advice firms have dealt with major industry reforms over recent years, and now encounter a shifting economic environment.  Engage: How to create enduring client relationshipsThe not-so-secret source of enduring client relationships is an effective and engaging onboarding process. Do it well and you will likely have clients ...  Navigating the new transitional arrangements for financial advisers: The experienced provider pathwayThe "Experienced Provider Pathway" has been put in place to reshape the qualification requirements for existing financial advisers.  Financial controlThe term financial control generally evokes a weaker party being controlled by a stronger one. This might be in a relationship where one partner controls ...  Financial advice an attractive career for womenTo be strong, a profession ought to represent the community it serves, and this remains an area where we still have work to do.  SMSF scepticism - or what should you do with that property?SMSF scepticism - or what should you do with that property?  Wrestling the gorillaDespite incessant commentary to the contrary, the US economy is the strongest it has been in over 30 years  AFCA slams Dixon Advisory, opens door for over 4500 former clientsThe Australian Financial Complaints Authority (AFCA) has found against Dixon Advisory and Superannuation Services (Dixon Advisory) in a test case/lead ... |
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Further Reading
Cover Story
FS Power50: Stay open-minded and learn from others
AMANDA RAGKOUSIS
SENIOR FINANCIAL ADVISER
VIRIDIAN ADVISORY PTY LTD
SENIOR FINANCIAL ADVISER
VIRIDIAN ADVISORY PTY LTD
This year's Power50 is a broad mix of familiar and fresh faces, all doing their bit for their clients, their community, and their colleagues, as selected by their peers. Viridian Advisory senior financial adviser Amanda Ragkousis is committed to nurturing a culture of continuous learning and growth in the financial realm.
Expert Feed
Redefining Pathways: What financial planning can learn from accounting's bold move
When I traded my Chartered Accountant hat for a career in financial planning, I didn't just switch professions - I gained a new perspective on the evolving ...
'Chameleon ETFs': Still groundbreaking and here to stay?
It was coined as a 'gamechanger' - an ETF that can be bought and sold on the ASX or Cboe Australia but that can also be applied for, and redeemed, directly ...
Now is the time to be brave
Recently, the first Delivering Better Financial Outcomes bill passed in both the Senate and the House of Representatives, marking a significant step forward ...
Why philanthropy is an important conversation advisers should have with clients
Financial advisers are in the box seat to assist clients with their philanthropy, yet a lot still don't raise the topic with clients.
