Amid the disruption, a new model is in sight
It won’t be easy to convince big revenue generators in your practice to give up some of their resources to invest in something unproven. But leadership will move successful practices towards goals-based advice, and innovations in data will make it work.
January 31, 2017
More than 25,000 Investment Professionals Worldwide Pass Level I CFA Exam
CFA Institute, the global association of investment management professionals, has reported 43 percent of the 59,627 candidates who took the Chartered Financial Analyst (CFA) Level I exam in December 2016 have passed. These successful candidates now progress to Level II of the CFA Program. The December 2016 exam saw continued growth with an increase of
January 30, 2017
Critical link: Blockchain and others will transform financial advice
New technology will transform the nature of wealth creation and management, and even the definition of a company.
January 30, 2017
Former Flight Centre manager soars as adviser with client-centric style
Principal wealth adviser Stephen Kostarelas was a commercial manager at Flight Centre in Sydney, well on his way to the role of chief financial officer, when opportunity of another kind beckoned.
January 30, 2017
To launch or not to launch? That is the marketing question!
The truth is that putting your clients first is central to the success of your financial planning outfit. Likewise, taking a client first approach is essential when you’re considering expanding into new products or markets.
January 30, 2017
Soon, AI will change everything; be ready when it does
Artificial intelligence is the new game in town for financial advice. Adviser Intelligence’s Jacqui Henderson, who has assembled an extensive team of experts to maximise the technology’s potential for the industry, shares her insights into where it’s heading.
January 27, 2017
The profession predicts: 2017 – the year ahead
Professional Planner invited a range of industry players to share their predictions for the year and what they expect to be the dominant issues. Their commentary includes a clear focus on consumers, and the expectation of great strides towards becoming a profession.
January 25, 2017
24 Hours: A day in the life of … Adviser fp
Professional Planner looks at the goings on inside Adviser fp, a financial planning practice based in Parramatta, west of Sydney.
January 24, 2017
Build a plan that makes a difference, instead of wasting time
Business planning is never a waste of time, as long as you do it right. Anthony O'Brien says focus on the process for a concise, accessible plan that will produce tangible benefits.
January 23, 2017
His biggest plan was always to help other people
When an aversion to blood and gore made medical school a no-go, Lucian Russ took his passion for helping people around the world before settling into a successful career as a financial planner.
January 23, 2017
To lead, prepare one to follow, then get out of the way
Succession planning for your business is one of the sternest tests of leadership ability. It requires the ability to martial your emotions, for honest self-assessment and sound decisions based on reason. Matthew Rowe writes.
January 20, 2017
Banking on the banks in 2017?
Bank shares are facing some major headwinds right now, related to stressed property markets and shrinking opportunities elsewhere. It's time to consider whether better value can be found elsewhere.
January 19, 2017
