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
Understand the risks in risk-parity funds
The GFC exposed the equity-market risk that dominates balanced funds. Risk-parity funds offer a solution, but do they simply replace equity market risk with duration risk?
July 06, 2017
EY employees flock to roll out of online advice tool
Financial services consulting firm EY has launched Map My Plan to address the financial wellbeing of its staff in Australia and New Zealand, and take-up is off the chart.
July 06, 2017
Netwealth expands range of SMA options
Netwealth has announced the expansion of its retail managed account menu with the appointment of two new managers, Elston Asset Management and Quilla Consulting. Commenting on this latest announcement, Matt Heine, Joint Managing Director of Netwealth said; ‘Whilst our recent focus has certainly been geared towards the very strong growth of our private label relationships,
July 05, 2017
Upgrades on the flight to professionalisation
Once we are clear on what we need to do to make progress towards becoming a profession, we can start to navigate the changes for the benefit of all of our stakeholders.
July 05, 2017
