Wisdom of Wealth? It’s ‘disappointingly simple’
Christina Cabrera went into business to help others, including showing many women they’re much better with money than they think they are.
September 25, 2017
Divine data: What you know makes all the difference
Data is fast becoming the most critical part of the business. Make sure you have the systems in place to collect and use it wisely.
September 25, 2017
Professionalism and pro bono go hand in hand
Providing professional services free of charge to individuals who need them – pro-bono work – is a hallmark of respected professions. Financial planning has taken the first steps.
September 22, 2017
The human touch gives robo-advice threat the brush off
Financial planners with the right business model, placing strong relationships with clients at the centre, can breathe easily in the face of any threat posed by robo-advice.
September 22, 2017
CBA sells life insurance arm to AIA, says Annabel Spring to leave
The Commonwealth Bank has announced wealth management group executive Annabel Spring is leaving the bank and its beleaguered life insurance business CommInsure will be sold to AIA.
September 21, 2017
The client revisited: strength in numbers
For one Adelaide-based firm, distancing itself from the perfect storm playing out in institutionally controlled advice meant restructuring its entire business.
September 21, 2017
Julie Berry: Fear change but don’t fight it
Former FPA chair Julie Berry says the changes that will lead to professionalisation are inevitable and everyone needs to quit griping about them and adjust.
September 20, 2017
IMCA australia unveils new name, ditching lowercase ‘a’
The Australian arm of the global Investment Management Consultants Association IMCA is changing its name to the CIMA Society of Australia.
September 19, 2017
Clients working past 65 put age pension plans to the test
Centrelink’s rules for the age pension's income test can put seniors who are sole traders at a disadvantage. Changing such business structures is often worth the cost.
September 19, 2017
Conexus Superannuation Awards 2018: Enter now
Enter now for the Conexus Financial Superannuation Awards 2018. Winners will be chosen in 12 categories, including a prize for innovation and transformation.
September 19, 2017
Telstra the signal to put yield chasing on hold
The telecom company’s recent history proves the dangers of Australian investors’ preoccupation with dividends.
September 19, 2017
