Australia badly needs a national protocol for e-signatures
Stakeholders say state governments must resolve a long-standing issue that jeopardises security and creates inefficiency. Alexandra Cain writes.
March 01, 2017
Trump’s not the only reason to keep an eye on Twitter
: Twitter’s problems are many, but despite management’s best efforts, it seems it can’t be killed. That’s often a sign of a good long-term investment. Nathan Bell explains.
March 01, 2017
Financial literacy alone won’t buy economic security
We’re all speaking the same language when it comes to our financial wellbeing. But not everyone can walk the talk. Peter Malekas reflects on turning knowledge into action.
March 01, 2017
24 Hours: A Day in the Life of… Ginn and Russ
Professional Planner looks at the goings on inside Ginn and Russ, a financial planning practice based in the Northern Territory.
February 28, 2017
Four lessons from sport that will help your sales and marketing
In sport, as in marketing, the name of the game is to win. As sport prepares to kick into high gear, Anthony O’Brien finds much to learn from popular leagues.
February 27, 2017
From zoo to jungle: a young financial planner’s challenge
Charlie Viola was an industry veteran by his early 20s. When he found himself in need of a new chance to grow, Pitcher Partners had just the gig. Jo Roberts writes.
February 27, 2017
Goals-based investing changes how practices keep score
It’s an approach that requires clever strategies for advice and for your business model. It can also offer great outcomes for advisers and consumers. Alexandra Cain writes.
February 27, 2017
New Life Insurance Framework will test advisers
The Life Insurance Framework will be a gamechanger for all stakeholders. Rice Warner's Kristiaan Gumley looks at how we got here to help predict what the changes will mean for you.
February 24, 2017
Once an industry saviour, still its friend
As SMSF Association chief executive, Andrea Slattery helped the sector survive and grow into a thriving industry. She advocates for it even as she departs. Simon Hoyle writes.
February 23, 2017
SMSFA conference puts focus on trust and technicalities
The SMSF Association National Conference 2017 covered technical strategy and keeping clients’ confidence. Max Newnham writes that he’s just getting started sharing what he learned.
February 23, 2017
Don’t leave! Stop clients from walking, or at least learn trying
Planners must know how to respond when clients want to opt out of the relationship. If you can't convince them to stay, you can learn from their departure. Alexandra Cain writes.
February 23, 2017
iShares minimum volatility Smart Beta ETFs: ‘Recommended’ ratings
In its first review of the funds, research house Lonsec has awarded “Recommended(Index)” ratings to the iShares Edge Smart Beta Minimum Volatility exchange traded funds (ETFs). The two ETFs are the iShares Edge MSCI Australia Minimum Volatility ETF (ASX: MVOL) and the iShares Edge MSCI World Minimum Volatility ETF (ASX: WVOL). MVOL and WVOL seek
February 22, 2017
