Politics of reform: O’Dwyer’s parting words
Government isn’t about to redraw the rules before seeing the recommendations from the Hayne royal commission, but it also can’t afford to be seen to be complacent.
August 27, 2018
Investment risk: Caught between perception and reality
Understanding the behavioural biases that keep us from thinking clearly and rationally about an uncertain future could be the biggest challenge of our time.
August 27, 2018
Investment machines need a deft human touch
Organic interaction still counts. To harness the power of technology, analysts must input data properly and perform unbiased tests, a Winton Group executive says.
August 23, 2018
Emotional agility key to being your best
Susan David believes that advisers and their clients need to stop avoiding discomfort. Avoiding stress, she says, is a ‘dead person’s goal’.
August 22, 2018
‘Expect more volatility; expect a recession’
A US investment expert has warned that the tide may be about to go out on global investment returns. He puts the probability of a recession in the next five years at 70 per cent.
August 22, 2018
Professional Planner | Zenith Distributor of the Year revealed
Pinnacle Investment Management, two-time defending winner of the highly contested Distributor of the Year award, is among the finalists again.
August 21, 2018
The upside of higher learning
Rats' tails, leather jackets, and a new social media strategy can be among the perks of going back to school. Dixon Bainbridge writes.
August 21, 2018
Stop filling silences (clients need them)
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.
August 21, 2018
FASEA, ASIC ‘ambivalent’ on investment oversight
Investments are a large part of managing people's money. That's why it's curious that neither FASEA nor the regulators make it an explicit part of their oversight.
August 20, 2018
ASIC puts banks, AMP on notice; IOOF, APRA probed
ASIC expects proceedings soon on fee-for-no-service and a long history of dealings between APRA and IOOF come in for scrutiny.
August 20, 2018
The three types of retirement – get ready
Traditional post-career plans may be put out to pasture as people embrace part-time work and sabbaticals. That means planners need to rethink strategy. Michael Kitces writes.
August 17, 2018
What you can and can’t do – to avoid litigation
Attorney Peter Bobbin reminded SMSF advisers that it’s important to be clear about the reach and limits of their abilities.
August 16, 2018
