Resilience from life skills honed growing up in the Pilbara
Sharna Meinertz’s career has taken some unexpected twists and turns that have led as far away as London. But she’s landed quite nicely in a role as a financial planner in Perth.
April 03, 2017
Shared goals bring teams together and drive better results
We all know the sales and marketing functions will at times be at loggerheads over the merits of products and services. Common objectives can bring them together.
April 03, 2017
Tell us how digital innovation will transform your business
As commercial applications of technology become increasingly clear, a Professional Planner/CoreData survey asks how the changes are affecting firms now and what the future holds.
April 03, 2017
‘We’ve got this code on the road’, but there’s still work to do
The Financial Services Council’s Life Insurance Conference has heard that there is room for improvement in a draft industry Code of Practice and ASIC approval is still a ways off.
March 31, 2017
Industry’s ‘comfortable’ retirement guides pointless for many
The superannuation industry has placed an extraordinary emphasis on helping members achieve a “comfortable” retirement, given it knows so little about what that actually means.
March 30, 2017
Salt says Australian financial planners have reasons to be happy
Demographer and social commentator Bernard Salt says the tailwinds for financial planning in Australia, from a booming population to ongoing development, are world leaders.
March 30, 2017
PortfolioConstruction Forum and UTS launch IMR Program
Investment continuing education and certification services provider, PortfolioConstruction Forum has partnered with University of Technology Sydney (UTS) Business School, to support the newly formed Investment Management Research Program (the IMR Program). The collaboration deepens the relationship the Forum and UTS formed last year when the Forum took over responsibility for the management and delivery of
March 29, 2017
Here’s a checklist for advisers getting ready for super reform
As we move ever closer to implementation of the latest superannuation reform measures, financial planners face a hefty to-do list to prepare for this opportunity.
March 29, 2017
Unravelling the yield-play and spinning a new approach
It appears the return of the yield-play as the dominant theme in Australian equities has come and gone. A high-conviction portfolio may now provide better balance.
March 29, 2017
