Fintech firm’s education offering to merge soft, practical skills
Online learning firm knowITdigital has partnered with Monarch Institute to launch a diploma and advanced diploma of financial planning for subscribers to its wealthdigital tool.
April 06, 2017
Client complaints: How to respond when it’s more than a whinge
AFS licence holders have obligations when a client makes a complaint. Staff must be trained to know when to expect a complaint and ignoring the problem is never a good idea.
April 06, 2017
Retirement Standard’s wide use uncomfortable for competition
The ASFA Retirement Standard is a victim of its own success, in that its almost ubiquitous use is confronting to those who want their own product regarded as the best.
April 05, 2017
FPA National Roadshow to clarify education standards, fees
The Financial Planning Association’s National Roadshow will attempt to answer frequently asked questions about the incoming professional standards and the Ongoing Fees Code.
April 04, 2017
Wealthy SMSF investors offer big opportunity for advisers
In a recent CommBank/SMSFA survey of trustees, nearly half reported an unmet advice need, making the market ripe for the entry of specialist advisers.
April 04, 2017
myprosperity platform closes investment round, appoints CEO
myprosperity, Australia’s leading cloud-based financial management platform has recently closed a $2.5M strategic investment round and appointed former Xero Australia MD Chris Ridd as Chief Executive Officer. The strategic investment round was supported by existing investors, and saw the addition of MYOB co-founder and early Xero investor, Craig Winkler, to its investor base. Established in
April 03, 2017
More than third of Australians struggle to reach financial goals
Almost half of Australians are uncomfortable with their current spending 56 per cent believe they do not have enough savings to handle a temporary loss of income 46 per cent believe they are not progressing with their financial goals Commonwealth Bank data has revealed that more than a third of Australians are spending more than
April 03, 2017
Resilience from life skills honed growing up in the Pilbara
Sharna Meinertz’s career has taken some unexpected twists and turns that have led as far away as London. But she’s landed quite nicely in a role as a financial planner in Perth.
April 03, 2017
Shared goals bring teams together and drive better results
We all know the sales and marketing functions will at times be at loggerheads over the merits of products and services. Common objectives can bring them together.
April 03, 2017
Tell us how digital innovation will transform your business
As commercial applications of technology become increasingly clear, a Professional Planner/CoreData survey asks how the changes are affecting firms now and what the future holds.
April 03, 2017
