Independence play – even planners unclear on ‘independent’ meaning
It’s only one word but new research suggests the term “independent” still causes a world of confusion – among advisers, as well as clients. Simon Hoyle reports.
December 08, 2016
Foreign fund flows into Australia doubled over five years
Servicing a $2.1 trillion superannuation industry has equipped local fund managers with skills that are attractive to overseas institutional investors. Dan Purves reports.
December 08, 2016
Keeping clients out of the super contributions danger zone
Making time-sensitive payments on deadline day can lead to potential disaster, so advisers should tell clients that June 20 is the final day to do so, to save everyone from grief. Bryce Figot writes.
December 08, 2016
Fund managers in the spotlight as they strive to master the pitch
With just five minutes at their disposal each, seven fund managers took to the stage to compete at InvestSense’s inaugural Idea Factory on Monday night. Simon Hoyle was there.
December 07, 2016
Single industry ombudsman will ‘improve efficiency and equity’
Review says merging two existing EDRs would be a precursor to a single scheme for all financial services providers – with higher compensation caps for financial planners. Simon Hoyle reports.
December 07, 2016
Putting education into practice to create the planners of the future
The AMP University Challenge puts students of financial planning in scenarios they will likely experience in the real world. We spent the day with the students as they competed for first place.
December 06, 2016
Lessons from a father lead to enlightened planning practices
James Wortley developed a love of community from watching his father at work in mining towns in Queensland, and applies the same principles to his own business. Jo Leggatt writes.
December 05, 2016
Video killed the radio star, but it could make your business
Quality copy will always have a major role to play in your content marketing, but there’s no doubt that video marketing is the new sheriff in town. Anthony O’Brien writes.
December 05, 2016
A rule of hotel management: don’t spit in the soup
It’s what you can’t see that often has as a big an influence on the result as the things that you can see. It’s true for hotels, and it’s true for research. Simon Hoyle reports.
December 01, 2016
Standards body structure paves way for ‘hand back’ to industry
As a Commonwealth company, the new standards body will operate independently of government, but could end up in the industry’s hands. Simon Hoyle reports.
December 01, 2016
Warning to property investors: you’re trapped in a bubble
When it comes to real estate, you shouldn’t listen to developers on whether or not a crisis looms. We are facing a convergence of two facts that mean one thing: bubble. Roger Montgomery writes.
December 01, 2016
