Market correction teaches advisers valuable lesson
In turbulent times, professionals need to be able to convince their clients what matters, and the foundation of that is the right education, a visiting US director says.
February 13, 2018
From adviser to restaurateur and back
The ability to help clients at an independent firm is what sold disillusioned café owner Mark Milner on a return to financial planning.
February 12, 2018
Divide and conquer: Tailor content to small groups
You’ll do a better job of reaching your clients through the noise of a crowded market if you segment and personalise your strategy.
February 12, 2018
A royal imperative to find the flaws
Planners appear to have little interest in Commissioner Ken Hayne’s inquiry, but they should be concerned when it starts digging into consumers’ poor outcomes.
February 09, 2018
CFP network growing overseas and at home
Internationally, more and more practitioners are taking up CFP studies to bolster their credentials. After a turbulent year, Australia is still punching above its weight.
February 09, 2018
Planners still not planning for their own future
A Professional Planner poll has confirmed recent studies showing advice firms aren’t putting comprehensive succession plans into place. They may need them sooner than they think.
February 08, 2018
Advisers have an urge to be independent
Irresistible forces are moving financial planners away from large institutions and vertical integration. That means big changes for the consumer, too.
February 08, 2018
We need to talk about SMSFs – now
The nation risks a crisis if the financial services industry doesn’t address what will happen when ageing SMSF trustees lose the ability and desire to manage them.
February 07, 2018
Wall Street drop a reminder to think long term
Despite a recent plunge, there are signs the S&P 500’s rally will continue longer term, partly due to Trump’s infrastructure program.
February 07, 2018
Academics dispute challenge to loss-aversion theory
Academics have defended Kahneman and Tversky’s long-held theory of loss aversion – but welcome the scrutiny – after a paper from US-based authors questioned its accuracy.
February 06, 2018
AFSLs need to mature into larger aged-care advice role
As demand for guidance on paying for older people’s needs increases, advisers are seeking more support from their licensees to meet clients’ growing needs.
February 06, 2018
The satisfaction of helping people
Before Thabojan Rasiah became one of Australia’s most respected advisers, he wanted to be an investment banker. But he opted for having a tangible impact on clients’ lives instead.
February 05, 2018
