Sunday, May 28, 2017
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Licensees' futures are built on support for advisers

Exactly how the nature of licensing for financial planners will change is still unsettled but one thing does seem certain – licensees will have to adapt to a new role.

There's still time to help your clients with these tax tips

The end of the financial year is fast approaching. That means there are plenty of tax considerations to discuss, regarding superannuation, capital gains, trusts and more.

AMP details goals-based advice strategy, platform consolidation

AMP has shared its plans to reposition advisers as goals coaches and pair them with artificial intelligence in a bid to lift its wealth-management arm’s revenue growth.

Reform your business model to meet clients’ changing needs

Advisers must make the move to strategic advice – for their clients’ benefit and their own. This means developing an in-depth relationship with consumers, Allison Dummett writes.

Proximity to money can make you less ethical

People working in financial services need to accept that “proximity to money” makes them more likely to engage in poor ethical behaviour.

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