CIPRs to get much-needed ‘MyRetirement’ rebrand
A clumsily named policy push to force all superannuation funds to offer default members a comprehensive income product for retirement (CIPR) is set to be re-branded. Dan Purves writes.
December 19, 2016
Standards body must carefully navigate crucial voyage
Turning around the industry isn’t exactly like turning around a 350-metre cruise ship but there are some similarities; shifting direction and getting people to think and behave in new ways takes skill and careful navigation. Simon Hoyle writes.
December 16, 2016
The profession reflects: 2016 – the year in review
The year 2016 may be looked back upon as the year in which the foundations for a financial planning profession were finally put in place. Professional Planner asked the experts for the opinions on the year’s dominant themes.
December 15, 2016
Advisers must know new super system’s limits
It will be important for professional advisers to help clients with pension transfer limits in the lead-up to July 1, 2017, when the new super system commences, Max Newnham writes.
December 14, 2016
Tick, tick, tick: Is there a debt bomb set to explode?
Low interest rates have encouraged Australians to build up record levels of debt – but should we be worried? Jon Shaw takes a look and finds some disturbing signs.
December 14, 2016
Aligning the five pillars of a successful retirement plan
Industry, government, consumer and academic experts at the Committee for Sustainable Retirement Incomes Leadership Forum discussed the key components of adequate retirement solutions.
December 14, 2016
Three dominant trends are shaping advice around the world
It makes little difference where advice businesses are located, BlackRock global head of retail Rob Fairbairn says – they cannot hide from the same three interlinked forces of change.
December 13, 2016
Conexus Superannuation Awards – 2017 finalists announced
The shortlist for the Conexus Financial Superannuation Awards 2017 is out. All of the winners will be unveiled at a black-tie event at the Ivy, Sydney, in March.
December 13, 2016
A capital idea rooted in accountability and honesty
David Andrew credits his loving but tough upbringing with giving him the tools he needed to build a business that was a 2016 FPA Professional Practice of the Year finalist. Jo Leggatt writes.
December 12, 2016
Tis the season to … plan your start to 2017!
Anthony O’Brien says now is the time to review and take stock of your marketing plans to make sure you hit the ground running and head into the new year in the best possible shape.
December 12, 2016
Drawing parallels with a profession that evolved from bad haircuts
Back in ye olde times, barbers and surgeons were one and the same. They split and evolved, and Dixon reckons the same will happen in financial planning, even if it is a fanatical mob that starts it.
December 12, 2016
Best in class – and among the best in the world
In the end there could be only one winner, but the FPA Professional Practices Practice of the Year competition reinforces just how good the best financial planning businesses really are. Simon Hoyle writes.
December 09, 2016
