Sense of style: know the 5 ways clients engage
There are five styles of clients and knowing what kind is in front of you can help generate value for you and the consumer, a panel at the FSC Leaders Summit heard.
July 27, 2017
How managed accounts help you create value for clients
The benefits to your business of managed accounts are not typically things clients value – but they can give you the resources to deliver what consumers want.
July 26, 2017
Bowen: Labor’s royal commission would examine regulation
A royal commission into banking and financial services would examine potential regulatory changes, not just scrutinise poor behaviour, shadow treasurer Chris Bowen says.
July 25, 2017
For retirees, age is more than one number
Longevity risk is just one area where retirement income products should be personalised and de-regulated, professor Moshe A. Milevsky says.
July 25, 2017
SMSF trustee penalties increase
The ATO has many weapons in its arsenal when it comes to regulating SMSFs. One of the most frequently used has increased in cost from July 1, 2017 for defaulting trustees of SMSFs
July 25, 2017
Finding Monopoly’s “orange squares” in property investing
In the board game Monopoly, a roll of the dice can determine your property fate. In real life, there’s other, more strategic ways of identifying value.
July 25, 2017
‘Master of my own destiny’ after years of tough lessons
Randall Stout faced many challenges in making the move from accountancy to advice. It’s all gone into helping him succeed at finally running his own business.
July 24, 2017
How to identify the ideal clients
A tool called a 'client persona' can help you understand what motivates consumers, so you can build a client base well suited to your business.
July 24, 2017
Behavioural biases a four-fold challenge for advisers
Behavioural biases regularly sabotage the best-laid financial plans. Identifying and changing bad habits takes expert advice and powerful technology, Moneysoft’s Jon Shaw writes.
July 24, 2017
Second round of Professional Planner | Zenith finalists released
Finalists in eight more categories have been announced for the 2017 Professional Planner | Zenith Fund Awards. Winners will be named in Sydney on October 6.
July 21, 2017
ANZ Wealth launches new APEX Webinar Series for advisers
ANZ Wealth has launched its third series of APEX Lunch and Learn Webinars, helping advisers to remain informed during a period of ongoing industry and regulatory change. The short, accessible, digital programs educate advisers on topics ranging from insurance industry issues, platforms and investments, technical and soft skills to practice management. ANZ Wealth Head of
July 20, 2017
