The perilous search for growth in retirement
There is increasing recognition that retirees need more growth assets to meet income needs and to protect against inflation and longevity risks. But how much risk is too much?
April 26, 2017
Self-regulation grows trust – and business
Many in the sector rail against excessive action from regulators and government. The truth is the industry must police itself and, in doing so, would thrive.
April 26, 2017
Change is inevitable but so is planner success, Mentor says
The importance of interpersonal skills and structuring advice practices with highly focussed efficient frameworks that allow planners to develop deeper stronger relationships with clients continues to be a major priority for Mentor Education said founder and principal Dr Mark Sinclair. Dr Sinclair continued, “Of all professions, an individual can undertake as a trusted adviser, financial
April 24, 2017
Media training pays: you should prepare for interviews
With the right training, many interviewees can bring a discussion back to the points they want to talk about, without overtly dismissing a journalist’s questions.
April 24, 2017
How the GFC changed this planner’s business model
The worldwide crash of investment markets forced Raymond Pecotic to take a hard look at what he could and couldn’t control about his business – and to make changes as a result.
April 24, 2017
Strategies for closing women’s super gap to dominate Summit
Women enter retirement with, on average, super balances barely half those of men. Changing this fact will be the focus of the Women, Super and Wealth Summit on April 27.
April 21, 2017
Sedgwick Review’s reforms just don’t go far enough
The Sedgwick report’s recommendations leave too many advisers – and too many asset-based fee arrangements – unchanged to give the industry what it needs.
April 21, 2017
The balance cap is easier to navigate without buying the myths
The complicated changes around pension balances require careful consideration to gain the best tax position for SMSF clients. Steering clear of the myths is a good start.
April 21, 2017
The future belongs to the professionally managed
To take advantage of growth opportunities, a practice must develop characteristics of a successful business. There are systems and processes but the first step is a commitment.
April 20, 2017
Super’s gender gap won’t survive an engaged youth brigade
The entire sector must dedicate itself to teaching girls financial independence with tools that make it accessible and easy.
April 20, 2017
Make sure your content gets a good look from potential clients
From web design to the quality of the content itself, there are many factors that influence your material’s potential reach. Here are some of the biggest influences.
April 19, 2017
