Finals Day often first step into a larger world
Intense pressure and a supportive environment come together to help newbies get their feet wet at AMP University Challenge Finals Day.
October 20, 2017
Reflection: Gentailers, manuvisers and schadenfreude
The ACCC’s concern about vertical integration in the electricity market highlights the same issue in financial planning. Plus, memories of the crash of 1987.
October 20, 2017
Whisky wisdom: Financial planners can learn from distilleries
Great passion, expertise, and colourful histories make consumers view distilleries with reverence. Perhaps financial planning can learn from that.
October 19, 2017
Risk profile driving strategy? Bad move
Part one of a two-part series on risk-profiling explains why clients’ appetites for risk often play too large a role in determining which investment strategies advisers recommend.
October 19, 2017
IMCA australia names Goodlad new chief executive
Financial services and banking veteran Robert Goodlad has been appointed the chief executive of IMCA australia.
October 18, 2017
Get ready for the succession procession
With a wave of retiring practice owners cresting on the horizon, here’s a look at some of the basics of succession planning, to help make this emotion-packed task less daunting.
October 18, 2017
The pieces are in place for annual trips to see the grandkids
Time, discipline and guidance through the complexities of super helped one Gold Coast couple play retirement catch-up and afford trips to visit family.
October 18, 2017
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
