2017 prediction: Short-term forecasting remains a fool’s game
The new year brought the usual flurry of predictions. In that great tradition, Innova unveils its 2017 forecast: We don’t know what’s going to happen! Dan Miles explains.
March 08, 2017
Industry body calls for FSC to get cracking on code
An industry association is calling on the financial services body to start work now on the next stage of its Code of Conduct.
March 08, 2017
When growth stalls, plan on a call from Focus Financial
A fragmented advice industry in the US has proven to be fertile ground for Focus Financial, which is bringing its knack for supercharging successful firms to Australia.
March 07, 2017
Farmers became role models for former agribusiness manager
In his time with Rabobank, Ben Littleton met many resilient farmers, whose spirit influenced his later work as a financial planner. Johanna Roberts writes.
March 06, 2017
Is this working? Content’s impact on sales need not be a mystery
Content has become a dominant marketing tool over the last five years but measuring its impact can still be tricky. Anthony O’Brien offers some insight.
March 06, 2017
Mature advisers are an asset the industry must work to keep
In 2004, major changes led to the loss of an entire generation of knowledge from the industry. ClearView Wealth’s Christopher Blaxland-Walker says the sector can’t let that happen again.
March 06, 2017
Professional Planner names Kate Cowling new editor
Conexus Financial has announced the appointment of Kate Cowling as the new editor of Professional Planner magazine and online.
March 03, 2017
Planners and accountants now complement while they compete
Call it a sort of professional armistice. Powerful forces are creating closer ties between Australia’s accounting and financial planning communities.
March 03, 2017
FPA continues awareness campaign with launch of Money & Life site
The Financial Planning Association has launched its consumer-focused website, Money & Life, with the aim of educating the general public and dispelling some myths.
March 02, 2017
Financial planning revolution: don’t be first against the wall
As more clients work out what they want advisers to do for them, those who make the transition to advice will have the chance to survive and thrive. David Haintz writes.
March 02, 2017
Educate clients on dangers, opportunities of interest rate moves
Central banks meet in coming weeks. Be prepared for surprises, like a lift in rates in the US or a cut here. Alexandra Cain explains that clients need to know the risks and opportunities of each scenario.
March 02, 2017
Australia badly needs a national protocol for e-signatures
Stakeholders say state governments must resolve a long-standing issue that jeopardises security and creates inefficiency. Alexandra Cain writes.
March 01, 2017
