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
Keep your corporate gifts out of landfill
This time of year, almost every business invests in a bunch of marketing freebies for clients. Think this through or you’ll end up buying junk.
December 04, 2017
Sometimes, bad experience is the best teacher
Nicole Heales saw quite a few examples of what not to do in the industry before she started her own firm. Now she feels like she’s found her calling.
December 04, 2017
Finalists list: 2018 Conexus Financial Superannuation Awards
The Conexus Super Awards attracted a record number of entries this year. Here are the finalists.
November 30, 2017
Smythe Financial to merge with Minchin Moore
Sydney-based Smythe Financial Management will merge with Minchin Moore Private Wealth, effective next week, creating an advice firm catering to intergenerational needs.
November 30, 2017
Give yourself a plan for taking on elder abuse
Dealing with a suspected case of financial abuse against one of your clients is a tricky proposition with no easy answers. Some basic principles and planning ahead can help.
November 29, 2017
