Built on young clients and lifetimes of value
Kristin Jacobsen learned the importance of early planning for retirement by working with those who left it too late. He founded a practice for people he could serve for decades.
August 29, 2017
Time for longevity risk-pooling: Mercer
Mercer officials have told a gathering of institutional investors and advisers they must incorporate longevity risk-pooling into portfolios.
August 29, 2017
Financial advisers set to become the new fund managers
Just as technology enables clients to take ever more control of the investment process, so financial advisers need to keep developing their business role.
August 28, 2017
Marketing blog: What’s in a statistic?
One striking statistic can do the work of a thousand words – and you can power up your marketing with a judicious selection of research findings.
August 28, 2017
Reflection: Whisky, kebabs and living the dream
Can working with a financial planner turn you into a go-getter in control of your life or is it rather that the go-getter is more likely to use the services of a planner?
August 25, 2017
(A little bit of) cash is king
With markets surprisingly calm over the London summer, I’ve had time to weigh up the pros and cons for my portfolio, coming to the conclusion there’s no cause for alarm so far.
August 25, 2017
It’s never too early to get started on a succession plan
In an age of professionalisation, compliance and technological change, the metrics on succession planning are moving quickly. Can your business keep up?
August 24, 2017
The joy of driving
New technology relieves us of many mundane tasks, but a trip in a driverless car can't match the joy of being behind the wheel on an open road.
August 23, 2017
An insider’s view of association reform and the regulation puzzle
Corinna Dieters has wielded influence in times of great change in the financial planning industry, never shrinking from the prickly issues and always guided by clients' interests.
August 23, 2017
The tax cut that could disadvantage small businesses
The proposal to cut the company tax rate not only disadvantages shareholders who rely on franking credits, it has the potential to also disadvantage owners of small businesses.
August 23, 2017
Government forges ahead with super ombudsman
Credit Ombudsman Raj Venga has lashed the government for pushing ahead with plans to close down three external dispute resolution bodies before the relevant legislation has passed.
August 22, 2017
