Finding the right licence or service to support your practice can be a complex and time consuming process. The No More Practice Marketplace has been developed to assist Financial Planners and Accountants, Dealer Groups and Service Providers align their business goals and build complementary long term relationships.
The Directory showcases the Dealer Groups and Service Providers’ value proposition for you to review and evaluate. Once you have found a Dealer Group or Service Provider you are interested in, simply click on the ‘Make an enquiry’ button and we will arrange a private introduction.
Real returns investing is gaining traction as advisers seek to gain better control over portfolios and deliver returns in line with clients’ objectives. Discover how this method is a rethink of traditional advice approaches.
There’s a lot to be learned from the small business community to enhance your practice and improve customer satisfaction. Noel Corley from The Knack Consultancy explains what lessons you can take from small business, and provides a step-by-step guide for implementing these into your own business.
Big picture ideas are important and necessary in helping the financial services industry progress, however, it’s imperative advisers don’t lose focus around the running of their businesses, Rod Bertino says.
Donald Trump’s historic victory as the 45th President-elect of the United States of America will have implications for our own advisers, investors and financial services industry. Vanessa Stoykov explores the issues behind Trump’s win and what advisers can do to ensure the same concerns which disenfranchised the US do not resonate with Australian investors.
Jack Delosa, founder and chief executive of The Entourage, discusses the qualities entrepreneurs share and how advances in technology and diminishing barriers to innovation means we’re likely to see more of them in the future.
Changes to regulation, technology and competition are giving rise to a new player in the market: the financial services entrepreneur. Discover how this is changing financial services businesses, and what you can do to keep up with these changes.
Kerr Neilson, managing director and chief executive of Platinum Asset Management explains why he thinks we’re entering a new machine age and how this is likely to encourage more innovation and entrepreneurship going forward.
Advisers need to ensure they stay abreast of developments in robo-advice and digital technology so they can better scale their businesses to serve and engage consumers now and in the future, FPA chief executive Dante De Gori says.