Headlines

Sunday, October 22, 2017
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Finals Day often first step into a larger world

Intense pressure and a supportive environment come together to help newbies get their feet wet at AMP University Challenge Finals Day.

Reflection: Gentailers, manuvisers and schadenfreude

The ACCC’s concern about vertical integration in the electricity market highlights the same issue in financial planning. Plus, memories of the crash of 1987.

Whisky wisdom: Financial planners can learn from distilleries

Great passion, expertise, and colourful histories make consumers view distilleries with reverence. Perhaps financial planning can learn from that.

Risk profile driving strategy? Bad move

Part one of a two-part series on risk-profiling explains why clients’ appetites for risk often play too large a role in determining which investment strategies advisers recommend.

IMCA australia names Goodlad new chief executive

Financial services and banking veteran Robert Goodlad has been appointed the chief executive of IMCA australia.

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Contributors

Risk profile driving strategy? Bad move

Part one of a two-part series on risk-profiling explains why clients’ appetites for risk often play too large a role in determining which investment strategies advisers recommend.

It pays to pry a little

Questions about your clients’ love life, weight or weekend activities may be a little – or a lot – awkward, but they are frequently necessary to give good advice.

It’s easier when you know ‘How?’

Having an investment philosophy that everyone in the team understands and implements is a big part of helping clients achieve their goals.

The strategy I use to pay my grandkids’ school fees

A strategy that uses forecasts of dividends, earnings, capital gains and volatility to plot buy and sell signals on indices has helped build a nest egg for Ron Bewley's grandkids.

For tax purposes, home is where the subdivision is

If clients are 65-plus and considering downsizing, subdividing a property can have tax benefits or pitfalls. Learn how to make the right move.

Stubborn beliefs about women, men and money

Paying women more and decreasing the gender pay gap will have more benefits than just making women better off financially. Changing people’s beliefs is a big hurdle in the way.
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