Sunday, December 17, 2017
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How to respond to SMSF bitcoin inquiries

Advisers are being hit with inquiries about bitcoin. Setting a response strategy may be warranted.

FASEA CEO moves to ease adviser anxiety with education guidance

A lack of clarity around the specific education requirements for existing advisers has prevented active engagement with professional standards, says FASEA CEO Dr Deen Sanders.

FASEA outlines new education pathways for existing advisers

FASEA has issued guidance to existing financial advisers which could radically slash the time it takes to meet new education standards.

Associations expect short-term pain for long-term gain

The heads of the FPA and SMSF Association say inquiry will improve professionalism down the road but hope it doesn’t dredge up old news that could hurt the industry’s reputation.

Kaplan CPD plan re-envisions methodology

The education provider has published a white paper that follows up on the FPA’s recommendations with new professional development guidelines that embrace high-tech learning.

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Give yourself a plan for taking on elder abuse

Dealing with a suspected case of financial abuse against one of your clients is a tricky proposition with no easy answers. Some basic principles and planning ahead can help.

Many Australian portfolios stay a little too close to home

Australian investors are well overweight in local assets, creating outsized risk. To combat this problem, financial planners must be mindful of their own biases.

Most clients say retirement advice suits their needs

Data shows most consumers seeking help with retirement ask about superannuation, relatively few want help with aged care, and nearly all feel they receive personalised advice.

One brand or sub-brands – which sells best?

Sub-brands can add to cost and complexity, but they can also allow you to target varied audiences more precisely. Here’s what to consider when deciding which strategy to choose.

Regtech helps advisers push back against the squeeze

Growing regulatory pressure, combined with increased client expectations, can put financial planners in a bind. Regulatory technology can create the space for a business to thrive.

The right CRM brings it all together

Effective customer relationship management efficiently brings together data from all over the business, into one source of truth that makes life easier for staff and clients.
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