Professionalism lives ‘above the line’
The dominance of the financial product industry in the US offers a stark reminder of what the Australian advice industry needs to move away from in its pursuit of professionalism.
April 11, 2018
Technology adds ‘mums and dads’ to managed accounts’ growth story
The sector is expanding rapidly beyond SMSFs and high-net-worth individuals, thanks to broader access, variety and efficiency.
April 11, 2018
CGT doesn’t need to be complicated
Capital gains tax planning can become tricky for clients who have multiple properties, used for multiple purposes. A few key rules can simplify things.
April 10, 2018
The big edge in small caps
Managed funds have found a way to push back against the trend towards passive by swimming in the diminutive end of the ASX, where expertise and capacity for research can pay off.
April 10, 2018
No short cuts on path to own firm
From cutting his teeth at big banks and small firms to refusing insurance commissions, Joe Virgona has endured short-term consequences to thrive in the long run.
April 09, 2018
Holiday hours: What to do while targets are on break
Deciding whether to continue marketing when many clients and potential clients are switching off isn’t always straightforward.
April 09, 2018
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
