The advice clients will pay for in the future
The future success of your business and its value will be dependent on how successful you are in shifting with the times.
September 07, 2017
Why (most) market alarm bells still aren’t ringing
In light of general market strength, Tom Stevenson revisits an old list of market peak signals and notes surprisingly few of them are flashing red at the moment.
September 06, 2017
The client, revisited: A retiree’s changing expectations
A client who had received costly bad advice was taken under the wing of a Melbourne-based financial planner. Several years on, they both describe their journeys.
September 06, 2017
Fake news hits the economic world as well
Phoney information – or at least misleading headlines – may be putting a damper on investor confidence. Ron Bewley takes a look.
September 05, 2017
Make your content ‘impossible to ignore’
Anthony O’Brien digs into the traits that made an article on social media for the deceased one of the best examples of content marketing he’s seen in long time.
September 04, 2017
The power of a good example
Amanda Pond realised the kind of financial planner she wanted to be while watching her boss. Now as the head of her own practice, she models good habits for her clients.
September 04, 2017
Reflection: Lapsed tax board registration can be costly
The Tax Practitioners Board says 27 per cent of advisers registered to give tax advice failed to renew that credential. They could face hefty fines.
September 01, 2017
Compliance can blind you to clients’ needs
Clients miss out when advisers elevate the pursuit of compliance and process above giving the appropriate and considered advice that is likely to deliver the best outcomes.
August 31, 2017
For the practices of tomorrow, efficiency will rule
Compliance and changing expectations mean advisers will have to re-think the way they deliver value. Technology is a key part of the puzzle, but only if applied correctly.
August 31, 2017
Built on young clients and lifetimes of value
Kristin Jacobsen learned the importance of early planning for retirement by working with those who left it too late. He founded a practice for people he could serve for decades.
August 29, 2017
Time for longevity risk-pooling: Mercer
Mercer officials have told a gathering of institutional investors and advisers they must incorporate longevity risk-pooling into portfolios.
August 29, 2017
