It pays to pry a little
Questions about your clients’ love life, weight or weekend activities may be a little – or a lot – awkward, but they are frequently necessary to give good advice.
October 17, 2017
Why the GFC was an excellent training ground
On Stephen Gulbrandson’s first day as a paraplanner, the market fell 1000 points. What happened next set him up for a successful career in financial planning.
October 16, 2017
Reflection: Portfolio construction is for experts
Managed accounts have more financial planners than ever performing the complex, multifaceted, hard-to-master role of investment professionals. This is a troubling development.
October 13, 2017
The strategy I use to pay my grandkids’ school fees
A strategy that uses forecasts of dividends, earnings, capital gains and volatility to plot buy and sell signals on indices has helped build a nest egg for Ron Bewley's grandkids.
October 12, 2017
‘Highly active’ strategies face the test of time
A retrospective analysis of fund performance between 2007 and 2017 examines whether highly active strategies have delivered for clients.
October 12, 2017
Politics’ impact on markets – like people – is unpredictable
Over the last 18 months, five large geopolitical stories have influenced financial markets in quite different ways, from which investors can draw a range of conclusions.
October 11, 2017
Managed accounts: dig deeper before diving in
Investment managers and consultants vary. In this final instalment of a two-part series, Innova’s Dan Miles considers the benefits and risks they bring to managed accounts.
October 11, 2017
Learn the risks of getting your own AFSL
Ray Miles and Geoff Rimmer have teamed up for a two-day event designed to help practice owners make an informed decision about whether to get their own AFSL – before they buy one.
October 11, 2017
For tax purposes, home is where the subdivision is
If clients are 65-plus and considering downsizing, subdividing a property can have tax benefits or pitfalls. Learn how to make the right move.
October 10, 2017
Best tech, it’s no distraction
The challenge for advisers in coming years will be to separate genuine technological upgrades for their business from all the latest shiny new tools.
October 10, 2017
Professional Planner | Zenith Fund Awards 2017 picture gallery
See all the images from the prestigious Professional Planner | Zenith Fund Awards, held at the Ivy in Sydney on Friday, October 6, 2017.
October 09, 2017
Full list of Professional Planner | Zenith Fund Award winners
Here are all the finalists and winners from the Professional Planner | Zenith Fund Awards.
October 09, 2017
