Reflection: anti-reform crowd needs better arguments
Reasons people give for not supporting reforms in financial planning range from the cost of implementation, to concerns about underinsurance. None of them is good enough.
November 10, 2017
The defining dozen: a planner’s fundamental skills
In a quest to establish the industry’s competency framework, 12 skills have emerged, via broad consensus, as the agreed-upon essential characteristics of a financial planner.
November 10, 2017
Regtech helps advisers push back against the squeeze
Growing regulatory pressure, combined with increased client expectations, can put financial planners in a bind. Regulatory technology can create the space for a business to thrive.
November 09, 2017
The right CRM brings it all together
Effective customer relationship management efficiently brings together data from all over the business, into one source of truth that makes life easier for staff and clients.
November 08, 2017
Explain the gain: Tax education brings strategy to life
Learn how to communicate the intricate details of income tax, so people will see the value in your recommendations.
November 08, 2017
Gradualist interest rate approach tipped
A former US Federal Reserve board member has predicted that Jerome Powell, President Donald Trump’s nominee to replace Janet Yellen as the central bank’s chair, won’t make any waves to the current trajectory of monetary policy. Speaking at the CFA Australia Investment Conference in Melbourne on November 1, former US Federal Reserve board member Randall Kroszner
November 07, 2017
What to do if you suspect elder financial abuse
Schemes in which acquaintances of older people try to steal their savings are becoming more common. Here is some guidance on how to recognise and handle any potential cases.
November 07, 2017
Profile: A good mechanic helped start his business
The founder of online firm MoneyGeeks, Jack Tideswell, learned from getting his car fixed that good service at a fair price lowers anxiety. He applies that principle with clients.
November 06, 2017
Popping the question: when and how to request referrals
Landing those much-desired word-of-mouth referrals involves good timing and not sounding desperate. Here are some tips to help you succeed.
November 06, 2017
2017 AMP University Challenge – photo gallery
Click on a thumbnail below to enlarge.
November 03, 2017
Reflection: A day when promising careers are born
Competitors at the AMP University Challenge Finals Day learned to expect the unexpected, matched wits in a quiz and shared big ideas, in an inspiring contest.
November 03, 2017
In client terms, ‘risk’ means the chance of losing money
The second article in a two-part series on risk-profiling explains that giving clients data to make decisions about risk requires clearly providing exactly the right context.
November 03, 2017
