Sunday, August 20, 2017
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FPA reveals Congress line up

The FPA has announced a line up of international thought leaders for its National Congress, which will take place in Hobart in November.

Reflection: A matter of building trust

Financial Planning Week needs to do more to build the public’s trust rather than simply make financial planners feel good about themselves

How Baby Boomers' needs have changed

A seismic shift in the nature of advice provided over the past decade is as much about the metamorphosis experienced by planners as it is a reflection of evolving client needs.

Deadline looms for marriage plebiscite

Rob Prugue has been spending his lunchbreaks this week handing out flyers at Circular Quay. He explains why.

Planners split on banking royal commission call

Financial planners are split on opposition leader Bill Shorten’s proposed royal commission into banking and financial services, with a slight majority saying they do not approve

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Unpacking the new Life Insurance Code

Planners who advise on life insurance products need to familiarise themselves with the new code of practice sooner rather than later, writes Dr June Smith.

CSR: An acronym worth knowing

One of the better by-products of social media, is the fact that corporate social responsibility, or CSR, has become more significant.

Small super changes to chat to clients about

A comfortable retirement remains out of reach for many ordinary Australians, but change always starts with small steps according to Moneysoft’s Jon Shaw.

A closer look at managed accounts

Managed accounts offer many benefits. In the first of a two-part series, Innova’s Dan Miles shows why and compares in-sourced versus outsourced investment management.

The mistake planners make with marketing

There’s a misconception among some business owners that a series of advertisements, Facebook posts or videos represents a marketing strategy.

What’s so special about what you do?

Your business needs something to make it stand out. A unique methodology can be just the thing – just ask McDonald’s and KFC.
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