The latest HILDA survey released on Tuesday reinforced what many financial experts probably already know; Australians have a financial literacy problem, and women know less than men.
With the new standards being released from FASEA that require advisers to undertake 50 hours of CPD per year to stay qualified, it’s time for advisers to start planning how to get the most out of their required learning. This may also be taken in tandem with additional qualifications and continuing to service clients and grow businesses.
What type of investor are your clients? The fox, or the hedgehog? In her latest blog, Vanessa Stoykov reflects on a recent conversation with Will Low from Nikko Asset Management and assesses the different investment personality types in light of recent volatility in the share market.
Companies which have the ability and foresight to adapt to change have a unique advantage when investing as Vanessa Stoykov learnt during Perpetual Investments’ masterclass. Here she discusses the importance of the strategic pivot and how this approach can help your clients, both in life and investing.
Yes, this is something you need to think about. And sooner rather than later.
‘Why?’ you may ask. If you are currently in a successful career, and have worked hard to get there, sometimes the last thing you want to think about is what you need to do next.
When Heather Brilliant left college with an economics degree, she wanted to be a lawyer. However, she started working in the world of finance in Chicago, and has never looked back.
Pina Sciarrone’s passion for advisers and insurance is very real. So is her belief in AIA’s goal to make sure Australia is the most protected nation in the world, writes Vanessa Stoykov.
Connie is a leader who has spent her career quietly revolutionising the financial services industry, and isn’t afraid to say exactly what’s on her mind or back down from a cause if she believes she’s right.
Annick’s passion for the value of advice comes from hard life experience and is evident in her belief in and support of small business Australia, writes Vanessa Stoykov.
Advisers are still grappling with the mismatch between the information they want, and what the industry actually provides. Vanessa shares her tips to help you to access information and educational materials that will truly be of value to your business.
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