It’s easy to see why video is taking over
Audio-visual content is booming on the internet because it’s easy to produce, engages audiences quickly and is cost-effective.
December 12, 2017
Managed accounts boom leads to benefits, growing pains
The sector is now worth about $50 billion, bringing practice efficiency and better client outcomes, but fees and standards are under scrutiny.
December 11, 2017
Give advisers the time and freedom to help people: panel
Bloated APLs and cumbersome regulation are stifling financial planners but tech and collaboration can streamline the future, forum hears.
December 11, 2017
Advisers’ role on investment committees deemed limited
The structure of the boards that set fund strategy is crucial. Less is often more, especially when it comes to adviser representation, a panel has said.
December 08, 2017
FASEA will get there sooner by taking its time
Stakeholders across the industry are understandably impatient for details on the reforms that will affect them. But FASEA needs to be given the time to do things right.
December 08, 2017
Gallery: Research Forum 2017
See the highlights from the 2017 Professional Planner Research Forum, held on the 6th of December in Sydney.
December 07, 2017
Cut bad products or face the regulator’s wrath, panel warns
The research community must weed out products that don’t meet clients’ needs, to prevent another crisis and avoid being downsized by regulation, a forum has heard.
December 07, 2017
Today’s researchers taking on asset management
As advisers demand more from dealer groups, researchers are being asked to act as portfolio managers at licensee level. And what it takes to break into research is changing, too.
December 07, 2017
See your unique value through clients’ eyes
A good value proposition is a foundation of your business. Here are three simple questions to help write one that will excite you and attract your target groups.
December 06, 2017
A client who makes the case for a royal commission
If you’re seeking evidence that another hard look at the financial services industry is necessary, Max Newnham has a Statement of Advice that’s Exhibit A.
December 06, 2017
The best argument is for staying the course
Bulls are citing demographics and disruption to suggest that market corrections are a thing of the past. Helping clients set strategy in this environment can be problematic.
December 05, 2017
Collegial event helps advisers get the fintech spirit
This year’s conference spurred advisers to see the future as a friend and start actively sourcing technological solutions. In 2018, tech-convergence is tipped to be king.
December 05, 2017
