In their own words: ‘There were tears’
Adele 'didn't look like a financial planner', which turned out to be just what Alisha needed to turn her side-hustle into a full-blown business.
July 25, 2019
FinWis sale in doubt as advisers disperse
A sale of the licensee group is looking increasingly improbable as advisers under the Financial Wisdom banner search for new homes, with an eventual wind down of the dealer group likely, according to industry sources.
July 23, 2019
D & D laws a ‘win’ for both clients and providers
The incoming design and distribution obligations should benefit consumers and product providers alike. ASIC’s new intervention powers mean the race to comply starts early.
July 22, 2019
More money, less new funds: SMSFs reshape
The shine may be wearing off SMSFs, but advisers should be encouraged by higher average balances and increased demand for services according to Merit Wealth's Garth McNally.
July 19, 2019
Financial advice valued at 4.4% of investments
A new report from Russell Investments says advice clients are on a pretty good deal, with the total value delivered exceeding fees charged by a considerable margin.
July 18, 2019
Help clients avoid the executor trap
Clients are often reluctant to say no to the executor role, but taking it on without the right skills can lead to serious financial liability. Renouncing the job can be tricky, too.
July 17, 2019
Business planning has taken a back seat: Business Health
Licensees and product providers could play an important part in helping advice practices prioritise essential business planning again, according to Terry Bell.
July 17, 2019
The ‘typical’ financial planner – now and then
The FPA’s Dante De Gori used a media event in Melbourne to reveal consolidated data on what the average financial adviser looks like today, as well as what they might look like in 2030.
July 16, 2019
Viridian’s expansion – by the numbers
Viridian CEO Glenn Calder addresses scale, incentives and rumours he’s dressing the business up for sale in a sit down interview with Professional Planner.
July 15, 2019
