Marketing metrics aren’t perfect but they’re better than nothing
Measuring the success of a marketing campaign is a business holy grail. There is often no ideal solution but it pays to adopt one and make the effort. Anthony O'Brien explains.
February 15, 2017
As fees become the norm, delivering value becomes paramount
Consumers are transitioning from a cost structure based on a percentage of funds under management to a fee-based relationship with their advisers. Alexandra Cain looks at how practices are adjusting.
February 15, 2017
Before blowing the whistle, find out how much protection you have
Anyone thinking of reporting corporate misconduct to the authorities should first seek legal advice about just how much protection they’ll have once they do. Ben Whitwell writes.
February 14, 2017
A fitness pro gives financial advice a go, and it works out
When Lisa Haley made the move from running gyms to planning finances, she followed her mum’s example of professionalism and charitability. Jo Roberts writes.
February 13, 2017
Learn how to fail in ways that put you on target for success
It’s a common refrain in business that you have to fail to succeed. But AFA chief executive Brad Fox writes that you have to discover the right way to fail fast and cheap in order to adapt to today’s rapid rate of change.
February 13, 2017
Defined benefit streams add yet another twist to balance cap
A major complication in the new pension transfer balance cap arises when clients have an account-based pension and also a defined benefit income stream. Max Newnhan explains.
February 13, 2017
Lawmakers have taken action, now everyone can get to work
The passing of new standards for the advice industry is great news for financial planners. It also means the new standards body can set up and commence its many tasks. Ben Marshan writes.
February 10, 2017
Parliament OKs new adviser standards, insurance fee framework
The first week of parliamentary sessions in 2017 has delivered two crucial pieces of legislation for the financial advice industry, after long gestation periods. James Dunn writes.
February 09, 2017
DIY compliance may not let you sleep at night
It may be tempting for advice practices without compliance expertise to take on the task themselves anyway. However, as Charlie Huang explains, when the ill twist of fate befalls, everybody wishes they’d just hired an expert at the start.
February 09, 2017
Understand which answers AI can’t provide
The nuances of portfolio selection and complicated trades are areas where financial planners can play a vital role, even as machine learning becomes a larger part of the industry. Alexandra Cain writes.
February 08, 2017
It’s a trick staying rational when debate heats up
The issue of climate change sharply illustrates the human tendency to rationalise our beliefs. A financial adviser’s skill for risk analysis can help counter that trait and keep reason at the helm. Robert M.C. Brown writes.
February 08, 2017
