‘I must have red dirt in my veins’
Whether to offer financial planning in underserved geographic areas or to mark sheep, Kurt Ohlsen loves to spend time off in the bush.
October 30, 2017
Reflection: Many ways to judge success
Recent opportunities to participate in evaluating practices for awards lead to realisations about what traits the winners in business have in common, and how to define victory.
October 27, 2017
Finals Day arrives for University Challenge
The 11 finalists in this year’s AMP University Challenge for financial planning students represent four universities and TAFE NSW. They will compete in Sydney today.
October 27, 2017
Solutions to stop Boomers from going bust
As the second wave of Baby Boomers approaches retirement, the scourge of longevity risk requires more flexible solutions, says an Infocus Report, in partnership with Mercer.
October 26, 2017
Fund award winners reveal secrets to their success
The winners of this year's honours share the formulas that drove their success in the last 12 months.
October 25, 2017
Shares keep climbing amid plenty of ominous signs
Markets’ ongoing surges have driven the fear of loss into retreat but there is reason for caution if investors choose to see it.
October 25, 2017
Interview: ASIC’s Peter Kell expects less regulation, more advice
ASIC deputy chair Peter Kell says he’s looking forward to reduced scrutiny of the sector, and a synergy between reforms and technology that will serve planners and the public.
October 25, 2017
CFA global chief calls for a ‘state of grace’ built on trust
Innovation and integrity in capital markets will be the focus of the CFA Societies Australian Investment Conference 2017.
October 24, 2017
Tax advantages: Structure small businesses to avoid heavy burden
The experience of one client provides a great example of how using a company to own investments or a business can have dire consequences.
October 24, 2017
It’s unanimous: technical skills essence of planning
When advisers were asked which skills are essential to their craft, technical services, including investment and cashflow management, generated the strongest consensus.
October 23, 2017
Precision strikes beat firing off emails at random
It’s quick and easy to bombard random targets with emails, but a little time spent crafting a strategic campaign for a specific audience leads to more success.
October 23, 2017
