FS Advice - Communications & Marketing Articles

Communications & Marketing Articles

Midwinter 2016 Digital and Social Media Survey

NAOMI CHRISTOPHER , JENNY PEARSE | Comments | FRIDAY, 24 MAR 2017

The rapid evolution of digital, mobile and social technology has propelled the financial advice industry into an era of transformative agility and ... Read more

Insurance product replacement advice - a case in point

TREVOR HARRIS | Comments | THURSDAY, 11 DEC 2014

This court case is something all risk writers and financial planners should acquaint themselves with. The human story behind the case also appeared on ... Read more

Financial advice - Australian consumers have their say

NEIL O'GRADY , ADELINA LALIC | Comments | THURSDAY, 11 DEC 2014

The main reason why consumers have not engaged with financial planners is a lack of understanding and appreciation of the true benefits of financial ... Read more

Life insurance snapshot: 10 industry trends shaping the landscape

DARREN STEVENS | Comments | THURSDAY, 11 DEC 2014

While the life insurance industry continues to experience growth, there is an inherent fragility in a sector being weighed down by its legacy business. ... Read more

What is on the horizon for life insurance in super?

MARTIN BRECKON | Comments | THURSDAY, 11 DEC 2014

In a post FoFA world, the philosophy of best interest duties has become a part of doing business. though we can make a recommendation to hold life ... Read more

Marketing - Smarter not Harder, Proactively not Reactively

SAM AYLETT | Comments | SATURDAY, 10 JAN 2009

Sam Aylett tells us how to market smarter not harder and proactively not reactively. He details how the AXA Financial Advising Network has developed ... Read more

Building a brand the strategic way

TIM BROWNE | Comments | TUESDAY, 1 JAN 2008

Running a successful business and managing the growth of personal wealth is not easy. This paper looks at some of the challenges faced by new business ... Read more

Latest News


Multi-disciplinary industry trend continues: CBA JAMIE WILLIAMSON About half of all accounting firms are considering a move into financial planning.	Age pension application difficult: Report HARRISON WORLEY Difficulties in applying for the Age Pension headline a Retirement Essentials report about the challenges confronting older Australians dealing with Centrelink.

BT Financial Advice cuts grandfathered commissions JAMIE WILLIAMSON BT Financial Advice is scrapping grandfathered commissions, effective October 2018.	ANZ creates mental health portal ALEX BURKE ANZ is partnering to roll out a mental health and wellness portal to assist advisers with their own mental health as well as that of their clients.

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Cover Story

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A novel idea

PEITA DIAMANTIDIS
MANAGING DIRECTOR
CABOODLE FINANCIAL SERVICES

Citing the author behind books turned major Hollywood productions like The Big Short and Moneyball as her biggest inspiration, Caboodle Financial Services co-founder Peita Diamantidis takes a very different approach when providing financial advice. Jamie Williamson writes.

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Expert Feed

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Steve Peters

Compliance Manager

FS Advice

Is the closing of Dover Financial Advisers checkmate to ASIC?

Dover Financial Advisers have long been known as a dealer of last resort for many an adviser who had left their previous AFSL under a cloud. To take on ...

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Daniel Waller

Head of Wealth and Life Intermediaries, Asteron Life

FS Advice

Sponsored: The real value of life insurance

Take a look at the photos on any life insurer's brochures and website and you'll see the happy, smiling faces of families enjoying life. While it's easy ...

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Sean Graham

Director

FS Advice

Giving hostages to fortune: Licensees, advisers and the ties that bind them

The end of vertically integrated businesses "The reports of my death are greatly exaggerated" - Mark Twain. Those of us who recently sat, transfixed ...

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Phil Zongo

Head of Cybersecurity

FS Advice

Financial advice and the rising threat of cybercrime

Cybercrime has certainly emerged as an unavoidable priority for businesses across all sectors. The growing list of high-impact cyber-attacks continue to ...

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Industry Events

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Advisers Big Day Out - Sunshine Coast

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Advisers Big Day Out - Gold Coast

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Advisers Big Day Out - Bendigo

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Advisers Big Day Out - Geelong

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Advisers Big Day Out - Newcastle

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