The top marketers put solid expertise behind those zany campaigns
Skilled marketers go way beyond awareness. The right ones know how to work in concert with your strategy to provide benefits throughout the business. Anthony O’Brien writes.
March 20, 2017
Eschew products, support client-led advice: whitepaper
A whitepaper states successful financial planning licensees will forgo product distribution in favour of supporting practices in providing client-led advice. By Simon Hoyle.
March 20, 2017
What planners can expect from Parliament’s return
Parliament returns this week, with no shortage of movement in the works on legislation, reports and reviews that will affect financial planners. Ben Marshan has a rundown.
March 20, 2017
Limited consensus on standards body picks shows industry fissures
It is disheartening that arguably the most important entity ever in financial planning could start its life without unanimous support from around the industry. Simon Hoyle writes.
March 17, 2017
When goals shift, the nature of risk tolerance does, too
Risk tolerance is too often thought of as an unchangeable number. In reality, it varies regularly over time as clients’ circumstances change.
March 17, 2017
Macro musings: Will global optimism be Trumped by reality?
Markets have reacted positively to the election of Donald Trump, despite uncertainty about what it will mean. Dan Miles discusses whether markets are factoring in some of the reali
March 16, 2017
Labor calls for high-calibre talent on new standards body
Making sure the new standards body works to strengthen the profession will be important. Senator Katy Gallagher writes that Labor has high expectations for appointees.
March 16, 2017
The death of robo-advice: Why investors still need people
Robo-advice promised to overthrow traditional financial planning models but the future hasn’t turned out to be quite so automated. Jon Shaw writes about the human touch.
March 16, 2017
If bad haircuts can spark a new profession, change is inevitable
Back in ye olde times, barbers and surgeons were one and the same. They split and evolved, and the same will happen in financial planning, even if it is a fanatical mob that starts it. Dixon Bainbridge writes.
March 15, 2017
Financial planners who charge for advice on tax must register
If you are providing a tax financial advice service for a fee or other reward, you must be on file with the Tax Practitioners Board. Chair Ian Taylor has the details.
March 15, 2017
Getting the transfer balance cap’s ups and downs right is key
Almost every super fund member will have a transfer balance account. Understanding what increases and decreases it will be at the heart of advising clients. Max Newnham explains.
March 14, 2017
