Industry Updates

The many numbers behind your marketing ROI

To arrive at a meaningful measurement of ROI on your marketing budget, there are many numbers and metrics to consider along the way – starting with a few in your strategy.

Profile: Fun lifestyles, ambitious life goals can mix

Cara Brett’s knack for numbers led her to launch Bounce Financial, where she helps younger clients realise they don’t have to choose between home ownership and enjoying themselves.

Professional Planner, Zenith reveal Fund Manager of the Year

The prestigious Professional Planner | Zenith Fund Manager of the Year – and 18 other winners – have been revealed to a record 350 guests at the Ivy Ballroom in Sydney.

AMP to announce University Challenge finalists next week

Five teams in the AMP University Challenge will be notified next week that they’ve made it through to Finals Day, and the last two challenges, to be held in Sydney on October 27.

Reflection: TPB makes clear what’s professional

A draft information sheet the Tax Practitioners Board sent out this week makes clear that being a professional association means getting serious about corporate governance.

Final word: Losing hair, gaining perspective

A fit of righteous indignation gets put in check by the realisation that the good and bad times are all relative and we were all once young and foolish.

A smoother path to equity returns

Advisers are trained to correlate high returns with higher risk, but managed volatility investing could rewrite those rules.

Stubborn beliefs about women, men and money

Paying women more and decreasing the gender pay gap will have more benefits than just making women better off financially. Changing people’s beliefs is a big hurdle in the way.

Yes, you can be positive about our economy

Australia faces its challenges, most notably under-employment and a lack of coherent policy out of Canberra. But the recent reporting season and other signs justify optimism.

Video: Stretched valuations cause for concern

Asset prices are indeed strained but growth continues. What comes next depends on whether inflation rears its head and what steps central banks have to take with interest rates.

Financial planners say reinvention will be key to success

An overwhelming majority of financial planners believe they’ll need to reinvent their business to stay relevant a decade from now, a Professional Planner poll has found.

Learn to avoid the SMSF capital gains trap

When a unit trust sells an asset for a profit, resetting the cost base of the units grants benefits only if the trust is wound up the same year the investment is sold.

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