Industry Updates

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

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.

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.

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.

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.

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.

Eyes on ethics: What ought one to do?

As financial planning becomes a profession, ethics will play a more explicit role. But determining how people and organisations are likely to behave is still an inexact science.

I’m still obese in Aussie equities – and it’s still healthy

A sideways ASX 200 left a nagging feeling that it was time to recalibrate strategic allocation and shed some local shares. But sometimes the hard numbers don’t support the hunch.

Faith in institutions is low; financial planners can help

The public has lost confidence in many pillars of Western society. Only a widespread commitment to ethical behaviour can change that.

Griffith duo win AMP University Challenge in tight race

Monica Rayos and Artur Kurnikov claimed $5000 as the first-place team in a Finals Day so close, it took the judges an eternity to select a victor.

Be the change you want to see in the firm

The advice industry is rapidly evolving, leaving many advisers wondering just how to keep up. Peter Malekas finds many of the answers are close to home.

Don’t choose between digital and traditional campaigns

Online channels such as eDMs, social media and websites are relatively cheap and offer a broad reach. But that doesn’t mean TV and radio have no place.

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