Market your advice to the next generation
The next generation’s burgeoning buying power and the imminent transfer of wealth make Millennials an important age cohort for financial advisers to get their heads around.
May 21, 2018
Eisman doesn’t see another Big Short
Steve Eisman, whose bet against subprime mortgages was chronicled in a popular movie and book, says reforms have reined in the leverage that led to his ‘end-of-the-world’ short.
May 21, 2018
Expect more regulation and oversight
The industry got a peek into what’s likely to be coming down the pipeline during a speech by ASIC's new chairmain, James Shipton.
May 18, 2018
Don’t get caught in aggressive tax planning: a guide for planners
An ATO commissioner warned of areas in the healthcare sector, retirement planning and SMSFs where it is watching closely.
May 17, 2018
The FPA’s plan to move licensing to individuals
The FPA has suggested a system that would grant licences to advisers. Chief executive Dante De Gori says the plan would leave some related obligations with corporate entities.
May 16, 2018
Women’s advancement could add $28 trillion to GDP in 7 years
State Street’s Linda Stangherlin has made an impassioned call for the industry to address gender balance in a new way that will leverage differences and reap the benefits.
May 15, 2018
Better with age: speaking to baby boomer clients
Boomer clients are often still busy with their lives meaning the one-stop-shop approach could be most valuable.
May 15, 2018
Economist predicts blue skies, no GFC ahead
Australia is in a “rare time”, with a strong, growing economy and favourable conditions ahead, CommSec chief economist Craig James has said.
May 15, 2018
Banks and advice need ‘divorce’
The big five need to step away from planning for the industry to properly mature and reach the status of a profession, Paul Bourke says.
May 14, 2018
