Monday, December 11, 2017
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Managed accounts boom leads to benefits, growing pains

The sector is now worth about $50 billion, bringing practice efficiency and better client outcomes, but fees and standards are under scrutiny.

Give advisers the time and freedom to help people: panel

Bloated APLs and cumbersome regulation are stifling financial planners but tech and collaboration can streamline the future, forum hears.

Advisers’ role on investment committees deemed limited

The structure of the boards that set fund strategy is crucial. Less is often more, especially when it comes to adviser representation, a panel has said.

FASEA will get there sooner by taking its time

Stakeholders across the industry are understandably impatient for details on the reforms that will affect them. But FASEA needs to be given the time to do things right.

Gallery: Research Forum 2017

See the highlights from the 2017 Professional Planner Research Forum, held on the 6th of December in Sydney.

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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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