Engage mind, body, spirit to improve mental health
Mental strain takes money away from your business. Learn what you can do to help staff manage the bad stress of work and life more productively.
June 08, 2017
Do’s and don’ts of estate planning
Comprehensive preparation for when a client passes involves far more than simply preparing a will. Here are some pointers for getting it right.
June 08, 2017
BT, Ethics Centre team up to strengthen professional standards
BT Financial Group (BTFG) has announced it is putting its advisers and leaders through The Ethics Centre’s Ethical Professional Program, with its first 500 due to complete the course by 30 June 2017. BTFG General Manager, Advice, Mark Spiers said BT has been raising the bar on professional standards over many years. This new program
June 07, 2017
US residential market a better bet than Aussie housing
You can safely bet any margin of safety buying Australian property has vanished. This isn’t the case in the US, though. Peters MacGregor's Nathan Bell sees opportunity overseas.
June 07, 2017
Shadow Shopping Survey: Nothing sells like value
Better engagement but still areas to improve. That's the gist of the results from the Shadow Shopping Survey 2017, which were revealed at the Professional Planner Licensee Summit.
June 07, 2017
No substitute for a genuine focus on the best outcomes
In the struggle towards becoming a profession, legislated and regulated processes and standards are no substitute for a legitimate focus on outcomes in the client’s best interest.
June 07, 2017
For financial planning pioneer, the client is the constant
Virginia Dowd has spent three decades reaping the benefits of putting the customer at the centre of her business.
June 06, 2017
Super needs to be able to help members pay for aged care
Superannuation funds need to be able to help members cover the costs of aged care, Peter Murphy writes.
June 06, 2017
Neilson: exciting future for financial planning students
It’s a good time to be embarking on a career in financial planning. That was one of the key messages delivered during a campus visit by Kerr Nielson and Liz Norman from Platinum Asset Management. “This is a profession in the making, it’s wide open,” Mr Nielson told students. As the founder and managing director of
June 05, 2017
‘There’s no point being brilliant but anonymous’
Darren Johns changed his business based on feedback from clients and was rewarded with industry-wide recognition. Now he wants to share his lessons.
June 05, 2017
Death by discount: Competing on price can be a ticket to nowhere
In a competitive market such as financial planning, getting bogged down in the price conversation, at the expense of offering value, is an easy mistake to make.
June 05, 2017
