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
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
Mopping up the mess: where to start
The aftermath of the inquiry will entail a good deal more uproar before the clean up begins. Then the real work gets under way.
May 01, 2018
Man in the mirror: Advisers committed to making a change
Professionalism in advice matters, and the journey there starts with personal accountability.
May 01, 2018
Planner profile: Putting clients in the sweet spot
Glenys Cook says many of the women she advises are worried about their super balances but can live quite comfortably in retirement with her guidance.
April 30, 2018
Ambiguous content is a bad idea
The line between news and promotional material gets blurred more every day but the smart businesses make it clear which side they’re on.
April 30, 2018
Godfrey Pembroke to split with NAB
The large dealer groups will part ways with the bank in a move towards independence that could herald a dissolution of the big five’s licensing dominance.
April 27, 2018
