Good benchmarks, bad benchmarks and how to choose the right one
Benchmarking is essential in investing but its value depends on planning it wisely. Here are some things to keep in mind for a benchmark that accurately measures success.
July 13, 2017
Countplus announces inaugural Harvard Business School Scholarship
In honour of founder, Barry Lambert, Countplus has announced the creation of the Barry Lambert Harvard Business School Scholarship. The scholarship acknowledges Mr Lambert’s significant contribution over the last 50 years, to the company and the broader financial services sector. Countplus CEO, Matthew Rowe, said “With Barry’s impending retirement, we could think of no better
July 12, 2017
CIMA certificants on a fast track to CFP certification
The Financial Planning Association of Australia (FPA) has exempted Certified Investment Management Analyst® (CIMA®) certificants from a core component of the Certified Financial Planner® (CFP®) program. The exemption offers Australian CIMA certificants an accelerated path to CFP certification, and supports growing recognition of CIMA certification as the peak international, technical portfolio construction certification program, for
July 12, 2017
Industry leaders: the move to independence is critical
Former executive Geoff Rimmer and Fortnum’s Ray Miles say paths to providing non-conflicted advice will vary but getting there in the next few years will be essential for all.
July 12, 2017
Focused on protecting clients in a crisis
Limiting exposure to debt, cutting reliance on property and buying overseas assets are among the steps David Alder has taken to lessen the impact of another GFC on his clients.
July 11, 2017
Now is not the time to hedge against most currency exposures
Currency diversification remains one of the easier ways for investors to diversify their portfolios reliably in the event of a serious downturn.
July 11, 2017
Business changes rapidly; your marketing strategy must keep pace
Whether you’re a financial planner or a sales and marketing consultant, the ability to adapt to the marketplace is crucial to your success. Easier said than done.
July 10, 2017
Industry keen to see FASEA’s next move
As the Financial Adviser Standards and Ethics Authority prepares for its first meeting, industry stakeholders await signals about how collaborative the new body will be.
July 10, 2017
How to stop a complaint from getting to FOS
Using clear communication and making an honest assessment of the impact of your advice can reduce the number of complaints against your firm, lead ombudsman June Smith writes.
July 10, 2017
ASIC calls NAB licensees on poor disclosure
ASIC found recommendations were made at NAB licensees on products owned by NAB Group-related firms without proper disclosure. The bank blamed attempts at simplification.
July 07, 2017
Get answers to questions top of mind for advisers of SMSF clients
Calculating components of total super balance and ATO reporting are among matters top of mind for advisers. This month’s SMSFA Technical Day Series will look to provide answers.
July 07, 2017
