SMSFs embrace market volatility
New research shows far from dissuading people from participating in financial markets, choppy conditions are encouraging self-directed investors to become more engaged in portfolio management. Alexandra Cain writes.
January 19, 2017
Time to update your world view
Rapid global change is underway for advisers. The keys to success going forward will be enhancement of the client experience, a focus on goals and objective-based advice, and being able to demonstrate and articulate value.
January 19, 2017
The emerging technologies to watch out for in 2017 and beyond
Technology is already a big part of financial planning businesses and its importance in the industry is only going to increase. SuiteBox’s Ian Dunbar takes a look at the critical tech trends for the year ahead and beyond.
January 18, 2017
Today’s marketers must think global, act mobile
Marketers have been banging on about businesses being mobile-ready for a few years now – with good reason. Anthony O’Brien writes.
January 18, 2017
Financial advisers commit to longer-term education perspective
A continuing trend of increased Kaplan Professional Master of Financial Planning enrolments has escalated further in the first study period of 2017, pointing to an uptake of advisers who see postgraduate education as a key component to their future success. Enrolments into the flagship qualification have increased by 20% compared to the first study period
January 16, 2017
Tackle the low-return conundrum
With everyone seemingly agreed that lower returns are an ongoing fact of life, small caps and alternatives may present opportunities for those willing to invest in alpha. Steven Tang writes.
January 16, 2017
Transition-to-retirement strategies can still work for some
The government reduced tax breaks for transition-to-retirement strategies last year. But they can still make sense for people who genuinely are gradually reducing the amount they work or paying off debt with the drawdown. Alexandra Cain writes.
January 16, 2017
The career she planned on – and insisted on
Financial planner Deborah Kent wasn’t deterred from pursuing her career back when there were almost no women in the business; decades later, she’s focused on moving the industry closer to gender equity. Jo Leggatt writes.
January 16, 2017
Offshoring: silver bullet or poisoned chalice?
In this opinion piece, chair of Intiger Asset Management and former FPA chief executive Mark Rantall looks at the good and bad in considering whether your business should send work offshore to free up internal teams.
January 13, 2017
We need to talk about interest rates
Expect monetary policy to be an important focus for advisers and their clients in the year ahead as the risk/return equation changes. Alexandra Cain reports.
January 12, 2017
