Entrepreneur makes it his business to tout life experience
Ben Whitwell is all for ensuring high standards in the financial planning industry. He just isn’t sure introducing university degree requirements is the best way to achieve that.
April 10, 2017
Case studies promote engagement, if you have the right structure
Consumers are demanding more and more information about firms before they make a decision about where to take their business. This means case studies are becoming more valuable.
April 10, 2017
FPA to team with executive women on setting hard gender targets
The Financial Planning Association is set to unveil hard membership gender targets as part of the group’s attempt to shape the next generation of planners.
April 07, 2017
Clients’ best interests must be part of adviser’s identity
If there’s anything that should set a financial planner apart from others who purport to give advice, it should be acting unambiguously in the client’s best interests.
April 07, 2017
Triple threat darkens the shopfronts of Australia’s big retailers
Emerging challenges for Australia’s retailers fall into three categories. In combination, they will send many more operators to the wall. Investors must exercise caution.
April 06, 2017
Fintech firm’s education offering to merge soft, practical skills
Online learning firm knowITdigital has partnered with Monarch Institute to launch a diploma and advanced diploma of financial planning for subscribers to its wealthdigital tool.
April 06, 2017
Client complaints: How to respond when it’s more than a whinge
AFS licence holders have obligations when a client makes a complaint. Staff must be trained to know when to expect a complaint and ignoring the problem is never a good idea.
April 06, 2017
Retirement Standard’s wide use uncomfortable for competition
The ASFA Retirement Standard is a victim of its own success, in that its almost ubiquitous use is confronting to those who want their own product regarded as the best.
April 05, 2017
FPA National Roadshow to clarify education standards, fees
The Financial Planning Association’s National Roadshow will attempt to answer frequently asked questions about the incoming professional standards and the Ongoing Fees Code.
April 04, 2017
Wealthy SMSF investors offer big opportunity for advisers
In a recent CommBank/SMSFA survey of trustees, nearly half reported an unmet advice need, making the market ripe for the entry of specialist advisers.
April 04, 2017
