The future belongs to those who evolve alongside their clients
Advisers are now serving clients with constantly changing needs. Koda Capital's David Clark writes that the ability to adapt will be critical as the profession matures.
February 15, 2017
Sometimes the best advice is no advice
A day after legislation strengthened financial planner education requirements, a CFA seminar is told that the future of advice isn’t providing ‘solutions’, but enabling people to achieve their goals. Dan Purves writes.
February 15, 2017
Marketing metrics aren’t perfect but they’re better than nothing
Measuring the success of a marketing campaign is a business holy grail. There is often no ideal solution but it pays to adopt one and make the effort. Anthony O'Brien explains.
February 15, 2017
As fees become the norm, delivering value becomes paramount
Consumers are transitioning from a cost structure based on a percentage of funds under management to a fee-based relationship with their advisers. Alexandra Cain looks at how practices are adjusting.
February 15, 2017
Before blowing the whistle, find out how much protection you have
Anyone thinking of reporting corporate misconduct to the authorities should first seek legal advice about just how much protection they’ll have once they do. Ben Whitwell writes.
February 14, 2017
A fitness pro gives financial advice a go, and it works out
When Lisa Haley made the move from running gyms to planning finances, she followed her mum’s example of professionalism and charitability. Jo Roberts writes.
February 13, 2017
Learn how to fail in ways that put you on target for success
It’s a common refrain in business that you have to fail to succeed. But AFA chief executive Brad Fox writes that you have to discover the right way to fail fast and cheap in order to adapt to today’s rapid rate of change.
February 13, 2017
Defined benefit streams add yet another twist to balance cap
A major complication in the new pension transfer balance cap arises when clients have an account-based pension and also a defined benefit income stream. Max Newnhan explains.
February 13, 2017
Lawmakers have taken action, now everyone can get to work
The passing of new standards for the advice industry is great news for financial planners. It also means the new standards body can set up and commence its many tasks. Ben Marshan writes.
February 10, 2017
Parliament OKs new adviser standards, insurance fee framework
The first week of parliamentary sessions in 2017 has delivered two crucial pieces of legislation for the financial advice industry, after long gestation periods. James Dunn writes.
February 09, 2017
