Headlines

Saturday, September 23, 2017
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Professionalism and pro bono go hand in hand

Providing professional services free of charge to individuals who need them – pro-bono work – is a hallmark of respected professions. Financial planning has taken the first steps.

The human touch gives robo-advice threat the brush off

Financial planners with the right business model, placing strong relationships with clients at the centre, can breathe easily in the face of any threat posed by robo-advice.

CBA sells life insurance arm to AIA, says Annabel Spring to leave

The Commonwealth Bank has announced wealth management group executive Annabel Spring is leaving the bank and its beleaguered life insurance business CommInsure will be sold to AIA.

The next 10 years: Disrupted in a decade

Plenty can happen in 10 years and, in the case of the financial advice industry, it almost certainly will. Here’s a sneak peek at where the sector will probably be in 2027.

The client revisited: strength in numbers

For one Adelaide-based firm, distancing itself from the perfect storm playing out in institutionally controlled advice meant restructuring its entire business.

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Contributors

The next 10 years: Disrupted in a decade

Plenty can happen in 10 years and, in the case of the financial advice industry, it almost certainly will. Here’s a sneak peek at where the sector will probably be in 2027.

Make sure the online customer journey ends in the right place

It’s essential that your firm’s website provide a top-notch consumer experience. That means good design based on relevant content that engages.

Freedom for data is freedom for all

Advisers of the future will have an obligation to liberate client data and unlock client choice.

Risks, known and unknown, abound

The anniversaries of several catastrophes – preventable and otherwise – remind us to take a closer look at signs of trouble ahead.

Portfolio construction: embrace complexity to deliver for clients

Good strategic asset allocation requires a multidimensional approach. To give clients good outcomes, you need to consider how all investments complement one another.

The client revisited: More than ever, expect the unexpected

An accident led to miner Brant Walton bringing forward his retirement. His financial planner explains how he made it work – and why the experience reflects how advice has changed.
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