Following in Dad’s footsteps, transforming the industry
Emma Oliver and her sister became their father’s succession plan at Complete Financial Planning. Now they want to see more women in the fold.
June 19, 2017
PR hasn’t vanished but its role has evolved
The last 10 years have brought a dramatic shift in the way marketing is delivered, thanks to the explosion of social media such as Facebook and Twitter.
June 19, 2017
Is short money the smart money?
Zenith Australian Shares – Long/ Short Sector Review Is short money the ‘smart money’? Do investors who short sell possess an information advantage or higher skill than traditional, long-only investors? Can short sellers earn superior profits? These questions underpinned an academic study to confirm or disprove this concept within the Australian sharemarket context as part
June 16, 2017
The property boom may finally be about to bust
A storm of factors, including rising interest rates and falling demand from overseas, may spell the end for real estate’s long run.
June 16, 2017
Today’s leaders are determined yet flexible
Leadership in these complex times requires an open mind, rejection of the easy way out, and a willingness to be influenced by the team.
June 15, 2017
More openness required to progress advice industry
The advice industry will struggle to take the next major step in its evolution unless more innovative solutions are delivered to market. According to YTML CEO Kevin Liao, this will require technology providers to come together, collaborate and solve the operational frustrations that have characterised the advice industry for far too long. “Collaboration starts with providers
June 14, 2017
Acorns goes green with launch of sustainable investment portfolio
Micro-investing app, Acorns, has highlighted its commitment to sustainability with the launch of a new, ethical investment portfolio, available from today. Following regular feedback from users, Acorns Australia customers will now have access to the Emerald Portfolio, an investment option designed to meet environmental, social and corporate governance standards. Acorns Australia CEO and
June 14, 2017
Staff perks no panacea for the stress of poor ethics
Organisations wanting to get serious about workplace mental health “need to go beyond yoga, free fruit bowls and engagement surveys".
June 14, 2017
Transfer balance cap means there’s more to report
Advisers will need to flag new account-based pension reporting requirements with self-managed super fund clients.
June 14, 2017
It’s hard to see the ethics through all that jargon
The language of the financial services industry obscures moral issues practitioners routinely face.
June 14, 2017
