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.
March 14, 2018
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.
March 13, 2018
‘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.
March 13, 2018
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.
March 12, 2018
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.
March 12, 2018
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
