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
Investment policy statements are fund managers’ how-to books
Advisers using managed accounts will need to learn to behave more like fund managers. Learn how an IPS provides guidelines for this.
November 14, 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
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
