Advice and strategies

We're thinking about SoAs all wrong

Friday, 22 June 2018

Advisers should see SoA requirements as a privilege, paper is passé, and firms should stop using technology developed in 105 B.C., the FPA’s Ben Marshan has said.

Most SoAs can be cut in half

Wednesday, 23 May 2018
The head of fintech YTML says advisers are overcompensating in their Statements of Advice, out of fear of non-compliance.

Don’t get caught in aggressive tax planning: a guide for planners

Thursday, 17 May 2018
An ATO commissioner warned of areas in the healthcare sector, retirement planning and SMSFs where it is watching closely.

The psychology of customer service

Wednesday, 9 May 2018
You’ll handle complaints much better if you can give up one basic human impulse – the need to be right.

    Have your say

    Will most financial planning services be automated in 10 years?
    Vote Now