Industry Updates

Engaged staff will amplify your message

Employees are your best marketing assets. How you apply them in promoting your campaigns can have a big impact. Here’s how to get people on board.

Break the holding pattern on clarity from FASEA

With the royal commission homing in on advice, we may see a shift big enough to cause the big institutions to shed their wealth arms. What will this mean?

Judgement day for financial advice

With the royal commission homing in on advice, we may see a tectonic shift big enough to see the big institutions shed their wealth arms. What will this mean for the market?

Director at centre of early-release debate speaks out

In the wake of a government review on whether early-release rules are fit for purpose, the director of a company helping people access funds early fires back at critics.

Know your alpha from your beta as stressful times loom

Unpredictable equity markets put a premium on making sure asset allocations avoid adding any unintended risks. A new approach to portfolio construction can help with this.

In your best interests: the case for super association mergers

The time is ripe to question whether some of the financial services industry associations should merge.

Why do professional bodies exist?

If associations don’t act decisively against conflicts of interest, the value of their designations will decline, Robert M.C. Brown writes.

The customer often pays the cost of doubt

Changes like the downsizer contribution create uncertainty, which can lead to charges for work that produces no client benefit.

‘Boy band’ moment leads to alliance

When the four founders of expatriate financial services provider Expatme banded together, the result was a collection of experts who know the ins and outs of coming and going.

Trusted adviser network born from pain and passion

After Adam Tucker broke his back, he wanted to make it easy for others to find good advice when they really need it. He and Rebecca Sheils found a way.

Rivers of gold flow from long-term plans

Many business owners are looking for a quick fix, but that’s not the right approach to marketing and sales. Building that stream of reliable leads takes time.

Degrees are timeless, but experience is not education

The fate of older advisers has become a focal point. But while defending the value of time in the industry, it’s important to remember the purpose of the incoming standards.

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