‘No boundaries…You can do anything you want’
Glen James always had an interest in finance but it took an injury and a self-help book to convince him to pursue his passion.
May 23, 2017
BT Panorama deals for access to Ignition Wealth digital service
Advisers, accountants and investors on BT’s Panorama platform will have access to Ignition Wealth’s digital advice solution from the third quarter of this year.
May 22, 2017
Consistent messaging doesn’t have to be tedious
Messaging inconsistency is where small businesses often get their marketing wrong. Find the right balance between consistency and customisation.
May 22, 2017
Educate clients about approaches from funds, for everyone’s sake
An unsolicited letter to a client sparked an 18-month-long, and ultimately unsuccessful, fight for compensation. Financial planners are advised to look out for similar approaches.
May 22, 2017
Prepare clients for July 1 with CGT relief decision
With less than six weeks until super changes kick in, this guide may help you decide which clients should apply for CGT relief.
May 19, 2017
New tools on Australian market will give risk a higher profile
The arrival in Australia of two UK providers of risk-profiling tools may prompt financial planners to revisit their approach to risk tolerance and how it fits their advice profile.
May 19, 2017
The less we use cash, the more money we spend
Australians are leaving cash behind for the convenience of electronic payments. This may not be good news for our financial wellbeing, Moneysoft’s Jon Shaw reports.
May 18, 2017
There’s a better way to cool off the housing market
If the Treasurer doesn’t want to scrap negative gearing altogether, a policy restricting the tax deductibility of construction cost to new properties would make sense.
May 18, 2017
Similarities to 1999 for tech stocks – but differences, too
The most dangerous words in investment are ‘it’s different this time’. But there are good reasons to think tech stocks aren’t on the precipice now, the way they were 18 years ago.
May 18, 2017
A look at what’s still to come from markets in 2017
With a sharp eye on developed bourses and Asia, three investors offer their insights on emerging trends in equity markets for the rest of the year.
May 17, 2017
Get ready for the future face of wealth management
In the first of a series of four articles, Koda Capital explores the collapse of wealth management as we know it – and how advisers can adapt.
May 17, 2017
