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
Create more channels for faster paths to success
Be wary of an agency urging you to focus on any single medium. Tailoring the message for the most clients means having many touchpoints.
February 05, 2018
It’s a matter of survival
If your clients are happy, you may wonder what professionalising the industry has to do with you. Simon Hoyle has a few final thoughts on the subject.
February 02, 2018
Simon Hoyle signs off
After 10 years, Professional Planner's longest-standing editor pens his final column, on how the industry is now on the path to professionalism. But there's still work to be done.
February 02, 2018
SMSFs ‘fashionable’ to a fault
Two leading practice directors say many funds being opened are not in the best interests of the client, who is often better off choosing another option.
February 01, 2018
Kerr Neilson knows the power, and limits, of giving
For the Platinum Asset Management co-founder, there are only a few basic rules for philanthropy.
February 01, 2018
How to qualify for the downsizer contribution
The new legislation details seven conditions people must satisfy to be eligible to contribute to their account the proceeds from the sale of their primary residence.
January 31, 2018
