Scholarships and inspiration for financial planning students
The founder and chief executive of Platinum Asset Management, Kerr Neilson, says the future is bright for financial planning. The firm is supporting the FPA national roadshow.
April 12, 2017
Moneysoft enters new partnership with Mortgage Choice
Moneysoft’s advice technology will power a new Mortgage Choice Financial Planning tool aimed at bolstering clients’ money management skills and helping them reach their financial goals. Mortgage Choice Financial Planning will offer the tool under the name of MoneyTrack as a part of their cash flow coaching service. Tania Milnes, general manager of Mortgage Choice
April 11, 2017
End of the superannuation clearing house for SMEs?
Australian superannuation funds and SME employers must move to embrace a digital, member direct model of contributions payment technology that is gathering pace alongside the 2017 introduction of the Reserve Bank of Australia’s New Payments Platform (NPP). “Clearing houses have traditionally played a significant role in the processing of superannuation contributions for Australia’s small-to-medium enterprises,”
April 10, 2017
Plenty of good reasons to look overseas for bank shares now
For contrarian investors prepared to look beyond our sunny shores, there are banks listed abroad that might offer safer prospects in surprising places. Nathan Bell writes.
April 10, 2017
Entrepreneur makes it his business to tout life experience
Ben Whitwell is all for ensuring high standards in the financial planning industry. He just isn’t sure introducing university degree requirements is the best way to achieve that.
April 10, 2017
Case studies promote engagement, if you have the right structure
Consumers are demanding more and more information about firms before they make a decision about where to take their business. This means case studies are becoming more valuable.
April 10, 2017
FPA to team with executive women on setting hard gender targets
The Financial Planning Association is set to unveil hard membership gender targets as part of the group’s attempt to shape the next generation of planners.
April 07, 2017
Clients’ best interests must be part of adviser’s identity
If there’s anything that should set a financial planner apart from others who purport to give advice, it should be acting unambiguously in the client’s best interests.
April 07, 2017
Licensed accountants delivering quality advice quickly
With a number of accountants having only recently received their Limited AFSLs, coupled with it being a crucial time as they try to implement and cater for the super reforms prior to 30 June this year, many are turning to AccountantsIQ’s white label Statement of Advice (SoA) solution in their quest for delivering quality advice,
April 07, 2017
Triple threat darkens the shopfronts of Australia’s big retailers
Emerging challenges for Australia’s retailers fall into three categories. In combination, they will send many more operators to the wall. Investors must exercise caution.
April 06, 2017
