Featured Homepage Posts

Professionalism and pro bono go hand in hand

Friday, 22 September 2017

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

Friday, 22 September 2017
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

Thursday, 21 September 2017
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

Thursday, 21 September 2017
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.

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