Clients can be fickle, so you must be diligent
A leading SMSF specialist says that advisers need to think carefully about pension strategies and succession plans, because clients change their mind 'like they change their underpants'.
Tahn SharpeFebruary 15, 2019
We’re looking at retirement through the wrong lens
AustralianSuper’s Eraj Ghafoori says his Retirement Confidence Index goes past financial indicators and looks at the behavioural tendencies that guide the way people think about retirement.
Tahn SharpeFebruary 15, 2019
NAB delays MLC Wealth divestiture
NAB has stretched out the timeline for the spinoff of its MLC Wealth business and has kept a trade sale on the table as an option. Tahn Sharpe reports.
Tahn SharpeFebruary 14, 2019