Budget 2018: No super overhaul, this time
The Federal Budget contains some minor, and sensible, tweaks for SMSFs and age pensioners alike but, for once, the system did not get major changes.
May 10, 2018
Royal commission wrap: the waiting is the hardest part
Advisers are left to speculate about reform recommendations while they endure months or more of dread before Kenneth Hayne files his report.
May 09, 2018
The psychology of customer service
You’ll handle complaints much better if you can give up one basic human impulse – the need to be right.
May 09, 2018
FPA the No. 1 industry association: poll
In an online survey conducted by Professional Planner, more than half of respondents named the FPA as their main industry association.
May 08, 2018
Royal commission just keeps getting worse
As if the problems the inquiry has uncovered aren’t bad enough, the complaints processes don’t necessarily offer consumers relief, Max Newnham writes.
May 08, 2018
Strategy reviews are too important to leave to chance
It’s essential that you assess your approach at least once a year. Have a formal process and make it a part of your business plan.
May 07, 2018
NAB’s Hagger explains why the time is right
Speaking to Professional Planner on the day of the bank’s announcement that it will sell the bulk of its advice division, chief customer officer Andrew Hagger expounds on the move.
May 03, 2018
‘How do I tell if my computer system has been breached?’
There’s hope to be had for hard-pressed smaller firms that need to comply with regulations related to notifiable data breaches.
May 03, 2018
Unconstrained and happy: a two-country strategy
An experiment shows that big benefits in returns and volatility can possibly be gained from optimising a joint ‘21-sector’ portfolio across the US and Australia.
May 03, 2018
Resignation announcement adds to AMP’s woes
Statements in AMP’s announcement of the departure of its chairman raise further questions about who influenced a report on fees for no advice.
May 02, 2018
‘The last, last, last legs of the boom’
Stanford Brown chief investment officer Ashley Owen says now is the time to pull back on risk, even if it means missing out on the tail end of the market run.
May 02, 2018
