Influential US adviser has praise, criticism for Australia
Michael Kitces has one major gripe with the Australian industry, but also thinks it could teach the states a thing or two about standards.
February 28, 2018
A client’s priority is peace of mind: Vanguard
An investment behemoth puts relationships at the tip of the value chain, as consumer expectations shift from money management to emotional connections.
February 28, 2018
Aged-care advice emerges as key sector
As the population grows older, this industry segment is becoming a much bigger factor in financial planning practices. Integrating it into the business is critical.
February 27, 2018
What buying a book can teach you
Becoming self-licensed was much easier for Steve Greatrex than he was told it would be. But he’d rethink some other business decisions he’s made.
February 26, 2018
The long and the short of ‘thought-leadership’ vs sales
Being a ‘thought leader’ is in vogue at the moment. Let’s examine what makes it different from sales material, and which one you should use.
February 26, 2018
Mentors ‘speed-date’ future professionals
The Grad Mentor program is fast becoming a way for employers to find young talent in advice and accounting. How fast? Try six minutes.
February 22, 2018
Gender super gap fixes require collective action
The gender disparity in super is well known, but not well addressed. Financial advisers, policymakers and funds will have to come together and listen to find the right solution.
February 22, 2018
Don’t expect more super tax changes in May
Treasury official says the industry needs time to grapple with last year’s variations but notes that work will continue on issues such as transition-to-retirement income streams.
February 21, 2018
Economists debate whether ‘animal spirits’ will bite
Is the global economy driving at full throttle or running on borrowed time? A panel at this year’s Portfolio Construction Forum Markets Summit offered opposing views.
February 21, 2018
