Managed account FUM rises past $50 billion
Data from IMAP shows buoyant markets and strong inflows contributed to the increase, as interest from advisers continues to grow.
March 27, 2018
Where there’s a will, she’ll show the way
As a child, Sam Robinson discovered firsthand that good financial advice can change lives. As an adult, she takes pride in getting people on track.
March 26, 2018
For your information, data issues go well beyond Facebook
The debate over the use of consumer data doesn't begin and end with Facebook and has become a huge factor in business. Marketers now must sort out the ethics of it all.
March 26, 2018
Fear is stopping clients from enjoying their older years
Advisers need to help people overcome their anxiety about ageing, a leading consultant says. The retirement landscape is improving, but many may still need to be reassured.
March 23, 2018
Conexus Financial | Post Retirement Conference 2018 gallery
March 22, 2018
Could scaled advice close super’s gender gap?
Panel says regulatory changes would make it easier for advisers to help women get better positioned for life after work.
March 22, 2018
SMSF boom shows sign of waning
Live poll shows most advisers think SMSFs are over-prescribed, but session hears evidence the tide could be turning.
March 22, 2018
What’s keeping investors awake at night
Last year was the Goldilocks year for investors - - not too hot and not too cold. This year will be trickier to navigate, writes Tom Stevenson.
March 21, 2018
Almost half of firms in poll independent or intend to be
In a Professional Planner survey, nearly half of respondents said their firm was either self-licensed or planning to be self-licensed, confirming the trend towards independence.
March 20, 2018
Entrepreneur sees future value in like-minded Millennials
Younger clients aren’t often the first target of planners, but this business owner has identified them as a source of untapped potential.
March 19, 2018
