ETFs help some advisers free up time for personalised service
With advisers increasingly trying to go beyond portfolio management for clients, do exchange-traded funds allow time to be better spent on delivering strategic advice?
March 28, 2017
Call marketing whatever you like; just don’t call it optional
Marketing has changed enough for some people to believe it needs a whole new name. But whatever form it takes, it still provides major benefits to your business.
March 27, 2017
Meaningful CPD must be a part of industry’s education standards
The new professional standards body needs to add a clear definition and some genuine rigour to the sector’s continuing professional development programs. Sean Graham explains.
March 27, 2017
Eager to show the value of a dollar – just like his parents
Tony Lu’s parents were Vietnamese refugees who worked blue-collar jobs to pay the bills. He wants his clients to benefit from their work ethic and respect for money he inherited.
March 27, 2017
Report 515 shows disconnect between licensee rhetoric, action
On page 15 of the Australian Securities and Investments Commission Report 515, there appear five paragraphs that should anger every financial planner. Simon Hoyle writes.
March 24, 2017
The $1.6 million questions: more taxing dilemmas from pension cap
Clients affected by the pension limit will have the option of investing the excess personally or partially commuting the pension and rolling it back into accumulation phase.
March 24, 2017
ASIC guidance on handling advisers not just for big end of town
A leading compliance expert says even small financial planning licensees should pay close attention to the Australian Securities and Investments Commission’s report into how large institutions oversee their advice networks. Simon Hoyle reports.
March 23, 2017
Planner’s advice to industry: get comfortable with change
From regulatory shifts to general uncertainty, Robert Reid says the financial planners who are in it for the long term need to be able to roll with the punches. Johanna Roberts writes.
March 23, 2017
Futuro chairman Bashford knows people come before numbers
Nearly four decades in financial services have taught Futuro chairman Dennis Bashford to value the needs, wants and opinions of clients and staff above figures and products. Simon Hoyle writes.
March 23, 2017
Keep pushing for reform, whether legislation keeps up or not
The Professional Standards Act aspires to change the industry and restore public trust. But Sean Graham argues it doesn't address the elephant in the room: vertical integration.
March 22, 2017
ASIC’s Greg Medcraft sees need to tackle advice ‘oligopoly’
Australian Securities and Investments Commission chair Greg Medcraft believes a lack of competition in the advice market has led to poor consumer outcomes.
March 22, 2017
The new wealth adviser must serve the new client
As clients become more focused on getting bang for their buck, financial planners will have to improve at articulating their value proposition and delivering. David Haintz writes.
March 22, 2017
