‘We’ve got this code on the road’, but there’s still work to do
The Financial Services Council’s Life Insurance Conference has heard that there is room for improvement in a draft industry Code of Practice and ASIC approval is still a ways off.
March 31, 2017
Industry’s ‘comfortable’ retirement guides pointless for many
The superannuation industry has placed an extraordinary emphasis on helping members achieve a “comfortable” retirement, given it knows so little about what that actually means.
March 30, 2017
Salt says Australian financial planners have reasons to be happy
Demographer and social commentator Bernard Salt says the tailwinds for financial planning in Australia, from a booming population to ongoing development, are world leaders.
March 30, 2017
Here’s a checklist for advisers getting ready for super reform
As we move ever closer to implementation of the latest superannuation reform measures, financial planners face a hefty to-do list to prepare for this opportunity.
March 29, 2017
Unravelling the yield-play and spinning a new approach
It appears the return of the yield-play as the dominant theme in Australian equities has come and gone. A high-conviction portfolio may now provide better balance.
March 29, 2017
ETFs help some advisers free up time for personalised service
With advisers increasingly trying to go beyond portfolio management for clients, do exchange-traded funds allow time to be better spent on delivering strategic advice?
March 28, 2017
Adviser Ratings partners with Aon to bolster cyber-protection
Independent online platform, Adviser Ratings, has today announced a partnership with risk and people advisers, Aon, to launch a cyber-insurance policy, designed to protect advisers and their customers against the increasing risk of cybercrime. The partnership was formed in response to the growing threat of cybercrime, which has been estimated to cost the Australian economy
March 27, 2017
Call marketing whatever you like; just don’t call it optional
Marketing has changed enough for some people to believe it needs a whole new name. But whatever form it takes, it still provides major benefits to your business.
March 27, 2017
Meaningful CPD must be a part of industry’s education standards
The new professional standards body needs to add a clear definition and some genuine rigour to the sector’s continuing professional development programs. Sean Graham explains.
March 27, 2017
