Advice

Time to call yourself an adviser

Thursday, 13 September 2018

If you’re calling yourself a financial planner, it’s possible you’re selling yourself short and clients will be less likely to open up to you.

Royal commission unlikely to boost Millennial super funds

Wednesday, 29 August 2018
The fallout from the revelations of the royal commission won’t lead to a boon for newer funds targeting the younger age cohort, according to Grow Super’s Joshua Wilson.

First Home Super Saver not worth the trouble

Tuesday, 28 August 2018
Either salary-sacrificing or personal tax-deductible contributions could be more advantageous than using the more intricate FHSS scheme. Max Newnham writes.

Stop filling silences (clients need them)

Tuesday, 21 August 2018
An expert in financial psychology says advisers – especially men – need to stop opening their mouths and listen more. Let the client fill pauses in conversation, Moira Somers says.

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