Communications & Marketing

Communications & Marketing Articles

Media evolution means adjusting communication, not complete change

CLAUDIA PRITCHITT , LEEANNE BLAND | Comments | FRIDAY, 7 SEP 2018

In the past decade, the media serving financial services has changed almost as much as the financial services industry itself. Financial services changes have been regulatory as well as technology driven ... In ... Read more

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 adaptability. Australian financial planning businesses ... The ... 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 the ABC program 'Four Corners' on 5th May ... This ... 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 planning. Consumers are not aware of the full range ... The ... 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. A complex web of antiquated technology systems ... 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 insurance cover in super, what really matters is the ... In ... 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 tools to help their advisers. AXA based advisers are ... Sam ... 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 owners when they purchased an older life insurance ... Running ... Read more

Latest News


Vanguard pilots new robo offering ELIZABETH MCARTHUR \| 11:52AM According to documents filed with the Securities and Exchange Commission, Vanguard is launching a new digital-only financial planning service through Vanguard Advisors.	Licensee faces hefty remediation bill ELIZABETH MCARTHUR Australian financial services license holder ClearView Financial Advice has been hit with a remediation bill for $730,000.

Allianz Retire+ to research retirement transition HARRISON WORLEY Allianz Retire+ is partnering with Macquarie University in a three-year research project to better understand the impact of holistic advice on retiree happiness.	CommSec responds to sale rumours ELIZABETH MCARTHUR CommSec is being coy about rumours Ord Minnett is poised to purchase its advisory unit.

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From the ground up

SUSANNE DAHN
EXECUTIVE DIRECTOR
PITCHER PARTNERS INVESTMENT SERVICES PTY LTD

In the late 1990s, Sue Dahn marched into a mid-tier accounting practice and did the unthinkable; taking a blank canvas and transforming it into a $5 billion wealth management business. Jamie Williamson writes.

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Kate Whiteley Chief Executive Officer Financial Education Professionals	Pat Garrett Chief Executive Officer Six Park	Eugene Ardino Chief Executive Officer Lifespan Financial Planning	Josh Dalton Director Dalton Financial Partners
Hiking the AFSL Trail	Robo awakening in Australia	Government should increase access to advice, not reduce it	No more us versus them
ASIC is scrutinising AFS license applications very closely - one slip and all your hard work is undone; your application is rejected and suddenly you ...	As the co-founder of one of Australia's first robo-advisers, I'd like to illuminate some similarities and differences between the financial landscapes ...	The release of ASIC's Report 627 Financial advice: What consumers really think, highlighted that among Australians who have received professional ...	If we're truly going to serve consumer best interests, industry funds must work with financial advisers. I've started to embrace working with industry ...
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