Give yourself a plan for taking on elder abuse
Dealing with a suspected case of financial abuse against one of your clients is a tricky proposition with no easy answers. Some basic principles and planning ahead can help.
November 29, 2017
Use what you’ve got: leveraging existing clients
Client testimonials can be compelling for consumers and appealing to journalists. Here’s how to tell user stories, in words or moving pictures.
November 29, 2017
Uni challenge winners get inspired at FPA congress
The victory tour for AMP University Challenge winners Monica Rayos and Artur Kurnikov took off last week, as the duo took in sessions at the FPA Professionals Congress in Hobart.
November 28, 2017
Never been one for a cavalier attitude
Tracey Sofra remembers when the industry had ‘no rules and no statements of advice’. She didn’t operate that way then and she’s happy to see the industry raising standards now.
November 28, 2017
FPA highlights gallery – MONA, keynotes and more
View more images from the 2017 FPA Professionals Congress, held in Hobart.
November 27, 2017
FASEA’s Sanders calls for ‘group effort’ on new rules
The standard-setting body’s chief executive, Deen Sanders, responds to accusations of a lack of consultation and says FPEC accreditation provides a pathway to a degree for now.
November 22, 2017
Many Australian portfolios stay a little too close to home
Australian investors are well overweight in local assets, creating outsized risk. To combat this problem, financial planners must be mindful of their own biases.
November 22, 2017
Academics accuse FASEA of talking out of school
The Financial Planning Academics Forum says the new standard-setting body has left universities confused by not consulting adequately before announcing new degree requirements.
November 20, 2017
Going on your own is all about trust
Matt Boxer left a large advice firm and started his own. He says placing that faith in himself put him in a position to be a financial planner his clients can believe in.
November 20, 2017
Feeling adventurous: businesses to focus on new revenue in 2018
Over the next 12 months, dealer groups' focus will switch from exploiting old revenue streams to exploring new ones, a CoreData survey has found.
November 17, 2017
