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
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.
March 19, 2018
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?
March 16, 2018
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.
March 15, 2018
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.
March 15, 2018
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.
March 14, 2018
