Expect some breaks ahead in the graduate pipeline
Dr Mark Brimble writes that a mix of legislated requirements, limited pathways and other factors will create a dead spot where graduates from the system will be in short supply for the industry.
February 22, 2017
Bridge the disconnect to sell SMSF trustees on value of advice
If advisers want to convince SMSF trustees of the value of their services, they will need a better appreciation of the retirement objectives of this group of potential clients
February 21, 2017
Certainty out of reach, for now
Certainty around policy seems to be out of reach, although the SMSF sector is in a better place than most other areas of super.
February 20, 2017
Whether caddy or adviser, he’s an ace at keeping people on course
Award-winning financial planner Andrew Hollow finds the numbers come easy and enjoys his time on the links. Jo Roberts writes.
February 20, 2017
Learn how to thrive amid the turbulence of change
As increased regulation raises costs across the industry, successful businesses will invest in efficiency and sustainable growth. Rod Bristow writes.
February 20, 2017
Slash without the burn: don’t cut all of your marketing budget
Many businesses struggle to determine how much marketing spending is too much; the real trick is to spend, and trim, wisely. Anthony O’Brien writes.
February 20, 2017
Consumer protections front and centre in government’s reforms
Tougher regulation has been passed for education, product sales and life-insurance commissions. Advisers will have to keep up. Finance Minister Kelly O'Dwyer has details.
February 17, 2017
Upswings in confidence bring advisers opportunities
Business and consumer sentiment are improving, which means more clients wanting to invest. Alexandra Cain looks at promising sectors, and whether the warm feelings will last.
February 16, 2017
Top advisers will play psychologist on the job, summit hears
Trying to compete with algorithms at number crunching is folly. Fortunately, Michael Kitces says, planners can fix behavioural biases in ways computers can’t. Dan Purves writes.
February 16, 2017
The future belongs to those who evolve alongside their clients
Advisers are now serving clients with constantly changing needs. Koda Capital's David Clark writes that the ability to adapt will be critical as the profession matures.
February 15, 2017
Sometimes the best advice is no advice
A day after legislation strengthened financial planner education requirements, a CFA seminar is told that the future of advice isn’t providing ‘solutions’, but enabling people to achieve their goals. Dan Purves writes.
February 15, 2017
