Big banks will sell advice arms soon: poll
A Professional Planner online survey has revealed that the vast majority of planners believe all four big banks will sell their wealth-planning arms in the next two years.
April 06, 2018
Clients rate advisers well, even if the public doesn’t
Perceptions of financial planners are tainted by scandals, but a recent survey shows advised customers have a higher regard for the industry.
April 06, 2018
Labor sheds light on super tax change proposals
Kristina Keneally and Chris Bowen say if the party wins the next election it will go ahead with proposed changes to non-concessional caps and the Division 293 threshold.
April 05, 2018
Review one-fifth of life insurance advisers: PJC
A parliamentary joint committee report suggests that to uncover misconduct, random audits of 20 per cent of the industry’s practitioners should be held over the next three years.
April 04, 2018
A calming verdict on volatility
Market ructions have caught the headlines recently, but this model suggests what we’ve seen since last October is nothing more than a blip.
April 04, 2018
Cricket disaster’s lesson for sponsors: know your product
The quandary the sport’s backers have found themselves in this week is an important reminder that businesses need to do their due diligence.
April 03, 2018
Jargon is the enemy of client adoption
Communicating in language that’s difficult to understand and not engaging often enough are the biggest obstacles to client adoption of complex strategies like managed accounts.
March 29, 2018
What the evacuation of the bond market portends
Bond investors are fleeing corporate credit, which will probably lead to volatility in equities. The smart money will prepare now.
March 29, 2018
Your guide to reportable transfer balance events
The new transfer balance account reporting regime will need to be understood by planners and their trustee clients. This explanation and example may help.
March 28, 2018
Don’t be a hero in 2018
This year, as markets move well out of Goldilocks territory, with Trump, trade wars and tech troubles in play, balance and diversification will be the winning tickets.
March 28, 2018
Attorney says the key to good wealth transfer is greed
Argyle Lawyers managing director Peter Bobbin has told advisers that estate plans need to start with a self-serving proposition – imagine the people in your life are dead.
March 27, 2018
