Getting the transfer balance cap’s ups and downs right is key
Almost every super fund member will have a transfer balance account. Understanding what increases and decreases it will be at the heart of advising clients. Max Newnham explains.
March 14, 2017
Conexus Super Awards 2017 | UniSuper wins Best Advice
The Best Advice Offering category was newly created in 2017 to celebrate the super fund that provided the highest quality of general and personal advice.
March 13, 2017
NAB FP launches uni scholarship, academic research program
NAB Financial Planning (NAB FP) has today announced an annual university scholarship program and academic research funding to support the future of the financial planning industry through investment that benefits planners, their clients and the community. The ‘NAB Future Planners Scholarship’ is part of NAB FP’s work to promote financial planning as a career path,
March 13, 2017
Don’t waste your content; leverage it to help your sales team
If you fail to engage with your sales team with your marketing, it’s highly unlikely they’ll use the content to get in the front door with potential leads. Anthony O'Brien writes.
March 13, 2017
Arts meet commerce: rare academic background provides insight
Michelle Tate-Lovery has a bachelor of arts degree. That’s unusual for an adviser but she says it helps her communicate with her clients. Johanna Roberts writes.
March 13, 2017
CEOs so successful, someone should write a book on them
In his book The Outsiders, William Thorndike analyses eight CEOs who produced extraordinary returns. Nathan Bell has some details on superstar executives.
March 13, 2017
How a retirement coach can help you service clients and win more
Bringing in a specialist to help your clients keep meaning in their lives as they move through retirement can make your practice more attractive. Jon Glass, of 64PLUS, explains.
March 10, 2017
Time away from it all makes the need for standards clear
Conexus Financial editor-at-large Simon Hoyle finds that his experiences during an extended break demonstrate the value of the new industry standards.
March 10, 2017
Employers get their heads around workplace mental health
A seminar on workplace mental health hears that a healthy workplace is one where workers do feel that what they do matters and don’t feel powerless. Simon Hoyle writes.
March 09, 2017
Fintech tips platforms in favour of managers who deliver
Just as ETFs have challenged the value of active fund managers, fintech innovators are attacking the value proposition of high-cost platforms. Sharesight's Doug Morris writes.
March 09, 2017
