Getting education standards right
Some of the industry’s most esteemed academics recently spent a day debating the details of incoming education requirements for financial planners.
August 03, 2017
New year opportunities for super contributions
In the first of a three-part series, Richard Edwards considers new super contribution opportunities for clients and the factors they’ll need to consider now that June 30 has passed
August 03, 2017
This was our plan all along
Now that no one can possibly stand in our way, our evil plot can finally be revealed. BAHAHAHAHAHAHAHAHA!
August 03, 2017
A pioneer of breaking down complexity for consumers
Since the industry’s beginnings, Godfrey Weston co-founder John Godfrey has had a vision for full-service financial consulting that includes keeping consumers well informed.
August 02, 2017
Exam preparation takes a different way of thinking
With compulsory further education looming, financial advisers can prepare themselves and overcome nerves by studying courses and taking exams in related areas in advance.
August 02, 2017
Can CPA Australia Advice be revived? Poll results
Financial advisers are divided about the fate of CPA Australia’s advice arm after the departure of controversial chief Alex Malley, a poll shows.
August 01, 2017
A dangerous misunderstanding
Financial planning embraces a misguided idea about the role of professional associations that was born of the free-market ’80s and resembles brand promotion. That needs to change.
August 01, 2017
Strategy built on initiative and resilience
Tim Deamer has built a strategic advice business by putting himself forward, building relationships and being a steady hand for staff.
July 31, 2017
What’s so special about what you do?
Your business needs something to make it stand out. A unique methodology can be just the thing – just ask McDonald’s and KFC.
July 31, 2017
PI scheme futile without professional status: academic
A professional indemnity (PI) insurance scheme, similar to the one used in law, would not work in financial planning because it is not a profession, a leading academic says.
July 28, 2017
Reflection: Managed accounts herald wider change
Firms that take a big-picture approach use the resources freed up by a move to managed accounts to focus on the services that clients value most.
July 28, 2017
Prime Millennials for engagement through digital advice
Advisers should use digital technology to engage Millennials now, with a view to overcoming trust issues and “harvesting” them later in life, the FSC Leaders Summit has heard.
July 27, 2017
