When to pounce: Policy news creates buying points
New monetary policy information inevitably creates a reaction, but today’s solid fundamentals mean those dips can be opportunities for a steady hand.
March 08, 2018
Four steps to making good customer service a habit
The top advisers are delivering a winning client experience by excelling on four important fronts. Here’s how you can, too.
March 08, 2018
Robo-advice needs right numbers for that personal touch
Automation promised to revolutionise financial planning. Fulfilling that promise will require understanding what clients value, Milliman’s Craig McCulloch writes.
March 07, 2018
Poorly done wills affect women more than men
Female clients are more likely than their husbands to receive a ‘double inheritance’, but less likely to have a thorough understanding of how they’ll need to handle it.
March 07, 2018
Why cash is looking good right now
Even if short-term returns are held back for a while, it makes sense to Roger Montgomery to keep the powder dry at the moment.
March 06, 2018
Listening a bigger factor in happiness than wealth: US author
NY Times-bestselling writer Dan Solin speaks to retirees about the keys to fulfilment. One of them – active listening – was also directed at advisers.
March 06, 2018
‘You don’t automate value’
Tech advances don’t frighten Will Hamilton. More than 30 years in the industry have proved to him that businesses must always adapt, evaluate and improve.
March 05, 2018
Refine your search for SEO assistance
Getting your pages to rank highly on Google isn’t always achieved with a simple formula. You may need expert advice from someone you trust.
March 05, 2018
Most advisers want sales training in formal education: poll
A majority of financial planners now believe sales training should be a core component of any new study mandate, but the topic isn’t black-and-white.
March 02, 2018
Five ways dealer groups can prepare for the royal commission
The inquiry has put all AFSL holders on notice. Here’s a lawyer’s guide to getting ready for the demands and dangers that may come.
March 01, 2018
