FS Advice - Communications & Marketing Articles

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 ... 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 ... 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


FPA launches Tinder for advisers ELIZABETH MCARTHUR The Financial Planning Association of Australia has launched a new online service to match Australians with their ideal financial adviser.	Average Aussie $560k richer with advice ELIZABETH MCARTHUR According to the new Value of an Adviser report by Russell Investments, financial advisers deliver value of at least 4.4% or more every year to their clients beyond investment-only advice.

Advice associations weigh in on member interests bill HARRISON WORLEY The peak bodies representing financial advisers have taken similar positions on the Government's latest round of superannuation reforms.	Adviser association rebrands, grows membership KARREN VERGARA The United Financial Advisers Association has re-emerged to grow its membership to 2500 advocating for several reforms in the advice sector.

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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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Expert Feed

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Dante De Gori

Chief Executive Officer

FS Advice

The future of financial planning

There is absolutely a future for the profession of financial planning. The opportunities and the need for financial advice by Australians and, frankly ...

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Kate Howitt

Portfolio Manager

FS Advice

Why ESG has moved from nice-to-do to must-do

Environmental, social and corporate governance (ESG) factors are increasingly important to the investor community. Until recently, community expectations ...

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Sonia Cruz

Head of Licensing

FS Advice

Five reasons ASIC will reject your licence application

ASIC rejects 30% of AFS licences applications and 24% of credit applications. This article explains why it rejects applications and gives tips on how to ...

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John Dyall

Head of Investment Research

FS Advice

Headline returns don't tell the whole story

When I was younger I used to enjoy a good argument, or at least what I thought passed for one. Now I like to present information based on good data and ...

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Industry Events

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AUG

28-30

united. AFA Conference 19

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SEP

Best Practice Series: Managed Accounts Forum

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OCT

Best Practice Series: Retirement Income Forum

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NOV

27-29

FPA Professional Congress returns to Melbourne

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JUL

Advisers Big Day Out Bendigo

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