Some answers to reduce clients’ stress around super changes
Poor communication with clients about upcoming changes to super could make them seek advice elsewhere. Here are some answers to frequent queries.
May 30, 2017
How to prepare a business – including your own – for tax season
Financial planning practices should consider any strategies and approaches for their own business that could help manage their tax liability. Here are some areas to review.
May 29, 2017
Marketing is pointless without a call to action
Generating more cash for your business through new sales should be your fundamental objective. That's why it's amazing how often marketing fails to present a call to action.
May 29, 2017
Help sort out technology’s boons and pitfalls
Technology is reshaping the world – and not always for the better. Moneysoft’s Peter Malekas considers a new report about digital technology and the role advisers can play.
May 29, 2017
There’s still time to help your clients with these tax tips
The end of the financial year is fast approaching. That means there are plenty of tax considerations to discuss, regarding superannuation, capital gains, trusts and more.
May 26, 2017
AMP details goals-based advice strategy, platform consolidation
AMP has shared its plans to reposition advisers as goals coaches and pair them with artificial intelligence in a bid to lift its wealth-management arm’s revenue growth.
May 26, 2017
Reform your business model to meet clients’ changing needs
Advisers must make the move to strategic advice – for their clients’ benefit and their own. This means developing an in-depth relationship with consumers, Allison Dummett writes.
May 25, 2017
Proximity to money can make you less ethical
People working in financial services need to accept that “proximity to money” makes them more likely to engage in poor ethical behaviour.
May 25, 2017
Has FoFA worked? Treasury wants your feedback
The Treasury Department wants to know whether five Future of Financial Advice reforms have achieved their objectives and how they have affected your business.
May 24, 2017
Get the best out of your staff – evaluate them the right way
An incorrect approach to measuring staff performance could be costing your business by stifling innovation, creativity and collaboration.
May 23, 2017
Protect the vulnerable among clients and their beneficiaries
Powers of attorney, advance-care directives and special disability trusts are among measures that can help protect clients and their beneficiaries should they become vulnerable.
May 23, 2017
