Make sure the online customer journey ends in the right place
It’s essential that your firm’s website provide a top-notch consumer experience. That means good design based on relevant content that engages.
September 18, 2017
The importance of advice hits home
When Tom Blinksell saw his parents avoid having their home repossessed with the help of a financial planner, he knew he’d found a career.
September 18, 2017
Risks, known and unknown, abound
The anniversaries of several catastrophes – preventable and otherwise – remind us to take a closer look at signs of trouble ahead.
September 14, 2017
The next 10 years: Changes and constants
OPINION: Technology will definitely change the way clients engage with advisers – but focusing on consumer needs will remain a constant, writes Kate McCallum.
September 13, 2017
Portfolio construction: embrace complexity to deliver for clients
Good strategic asset allocation requires a multidimensional approach. To give clients good outcomes, you need to consider how all investments complement one another.
September 13, 2017
The client revisited: More than ever, expect the unexpected
An accident led to miner Brant Walton bringing forward his retirement. His financial planner explains how he made it work – and why the experience reflects how advice has changed.
September 13, 2017
Vote ‘yes’ for marriage equality
Marriage equality is a humanitarian issue. Gay and lesbian people are just that, people. As such, they must be allowed the same civil rights as non-gay and lesbian people.
September 12, 2017
Ten years on…wealth, health and happiness
In a decade, clients will expect a level of holistic advice that will require financial planners to expand their skills and areas of expertise to survive.
September 12, 2017
Women in Super launches #MakeSuperFair campaign
WIS has embarked upon one of its most ambitious projects to date, which already has the support of many stakeholders.
September 11, 2017
Business is super with the DIY crowd
Tony Gilham found his niche in the market by catering for clients who like the transparency and control of self-managed super.
September 11, 2017
