Ways to evolve for efficiency and a better client experience
A raft of small and large changes have led to more time to spend on serving clients and less hassle with compliance. Integra director Deborah Kent writes.
June 30, 2017
How do robots calculate best interests?
Digital advice is here to stay. But as the industry grapples with the best-interests duty, efforts to make digital platforms and AI compliant raise some special concerns.
June 29, 2017
Winning with technology: planners and clients will benefit
Advances such as artificial intelligence will make financial planners bigger and better – to the benefit of their clients and the industry.
June 29, 2017
Horrible customer service – it was quite a show
The car-rental industry could teach even financial institutions a thing or two about how to disappoint with customer service.
June 29, 2017
Market-linked pensions and the transfer balance cap
If your SMSF clients receive a market-linked pension, in addition to the transfer balance cap of $1.6 million, they must navigate the defined benefit income stream limit as well.
June 28, 2017
What the Census can tell you about your future clients
The latest demographic snapshot shows less outright homeownership and a population that will be focused on super, pensions and estate planning.
June 28, 2017
ASIC makes clear what it takes to call yourself ‘independent’
The regulator has clarified who can use terms such as ‘independently owned’ and is providing businesses six months to comply.
June 28, 2017
Kerr Neilson and Platinum are gifted at giving back
The path to professionalisation means different things to different people. For Platinum’s Kerr Neilson, it’s about philanthropy that helps prepare the next generation.
June 27, 2017
Facilitate more services for life after commissions
Financial planners must redefine how they sell themselves if they want to survive. That means becoming the means through which clients access myriad professional services.
June 27, 2017
From ‘client’ as a boy to adviser as an adult
For Trent Rose, a childhood trip to the bank with his father helped spark an interest that turned into a career.
June 26, 2017
Win with eDMs: Know your audience and target well
Electronic direct mail has made engaging with clients easier for small businesses; proper use of automation, big data and calls to action will lead to success.
June 26, 2017
It’s in your interest to join a real professional association
Professional associations serve the public interest, not their members. Planners and groups that don’t understand this don’t serve anyone particularly well.
June 23, 2017
