Less is the key to sustainable growth: ClearView
The holy grail of financial advice; sustainable growth, is within reach but advisers must be prepared to tear down and rebuild their value proposition, and shed clients to attain it, according to a new paper by Matrix Planning Solutions. Based on the paper, titled The answer is strategic advice, the business model of the future
April 26, 2017
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
Topdocs streamlines deed updates for BGL, Class Super SuperMate
Leading legal document provider Topdocs has announced the release of its new SMSF deed update software, which links directly with BGL, Class Super and SuperMate. Following the introduction of the Superannuation Reform legislation, many accountants are speaking to their clients about updating their deeds, and according to Topdocs’ Director, Michael Spakman, Topdocs’ online Portal will
April 24, 2017
AdviserLogic signs independently owned AFSL, InterPrac
We are excited to announce that after a period of thorough testing, InterPrac Financial Planning has selected PayLogic as their revenue management software. PayLogic will be used to process payments to over 200 advisers and referrers each fortnight as well as producing RCTIs for the adviser base. InterPrac’s National Practice Manager, Michael Gershkov, says “We
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
Online marketplace to shake up financial client sales
Finance professionals looking to sell their client books can do so with greater transparency, security and choice thanks to a new website that is geared to shake up the market. The site, www.buymyclients.com.au, was the brainchild of wealth manager, Emanuel Millen, after his own desire to become a financial planner was frustrated by the fragmented
April 20, 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
