Many Australian portfolios stay a little too close to home
Australian investors are well overweight in local assets, creating outsized risk. To combat this problem, financial planners must be mindful of their own biases.
November 22, 2017
Academics accuse FASEA of talking out of school
The Financial Planning Academics Forum says the new standard-setting body has left universities confused by not consulting adequately before announcing new degree requirements.
November 20, 2017
Going on your own is all about trust
Matt Boxer left a large advice firm and started his own. He says placing that faith in himself put him in a position to be a financial planner his clients can believe in.
November 20, 2017
Feeling adventurous: businesses to focus on new revenue in 2018
Over the next 12 months, dealer groups' focus will switch from exploiting old revenue streams to exploring new ones, a CoreData survey has found.
November 17, 2017
Pioneers of Financial Planning: Ray Griffin
Ray Griffin dreamed of being a racing cyclist. But as one of the first practitioners to join the FPA board, his career has been about getting professional standards up and running.
November 16, 2017
Right side of history on marriage equality
The success of the Yes campaign was, in large part, due to the courage of those who spoke out for change across the country. There is a lesson in that for professionals.
November 16, 2017
Research roundtable gets the view from London
Brexit views depend on perspective and Australian managers are behind on ESG and gender equity. Those were among the lessons portfolio construction practitioners learned in the UK.
November 15, 2017
Most clients say retirement advice suits their needs
Data shows most consumers seeking help with retirement ask about superannuation, relatively few want help with aged care, and nearly all feel they receive personalised advice.
November 15, 2017
More efficient, more appealing, more open
When an inefficient investment process was costing a Sydney-based advisory time with clients, two planners made a change they say reinvigorated their business.
November 14, 2017
Profile: Cast your lot with the client
For Justin McMillan, being a financial planner means helping consumers reach their goals, trusting them with information, and counting on the market to support his business.
November 13, 2017
One brand or sub-brands – which sells best?
Sub-brands can add to cost and complexity, but they can also allow you to target varied audiences more precisely. Here’s what to consider when deciding which strategy to choose.
November 13, 2017
