FPA proposes 100 points of qualification and single exam for all
Financial Planning Association chief executive Dante De Gori unveiled proposals for education qualifications and a single exam for all planners at the FPA Roadshow in Brisbane.
May 31, 2017
Managed accounts helping efforts to give clients more face time
Managed accounts are nothing new, but a renewed interest from planners in back-office efficiency has sparked a resurgence.
May 30, 2017
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
Future fund investment mandate
Joint media statement with Senator the Hon. Mathias Cormann Minister for Finance Following the decision to defer drawing down from the Future Fund until at least 2026-27 the Government last night registered a revised investment mandate for the Future Fund, which will come into effect on 1 July 2017. The revised mandate which will now
May 25, 2017
YTML: Focus on what you can change
Advice solution and tech provider YTML is calling on advisers to extract more value from their relationship with their software by working in partnership with it. YTML is software agnostic, working with a range of software providers so as to deliver the best solutions to the adviser or licencee. YTML CEO Kevin Liao said it
May 25, 2017
IOOF Employer Super introduces new online trading functionality
IOOF, one of the largest financial services groups in Australia, is pleased to announce it has launched a significant enhancement to its IOOF Online smart functionality. Through IOOF Online, members of IOOF Employer Super and their advisers can now trade listed securities and managed investments faster and more easily. IOOF Online’s transactional capability has been
May 25, 2017
