The fixed income conundrum: diversification, or hidden risk?
Diversification is a key component of strong portfolios but Dan Miles says the October bond market sell-off is a timely reminder that underlying risk factors transcend asset class labels.
December 01, 2016
How elite golfers could help financial planners
The best golfers inherently play with a slightly defensive mindset, and deploying the same approach to financial planning could lead to some great results. Simon Hoyle reports.
November 30, 2016
New AMP advice head to step up goals-based advice expansion
A new head of advice for AMP will speed up the development of its new offering, which aims to meet clients' objectives with a robo-enabled, fee-based proposition. Simon Hoyle reports.
November 30, 2016
Morphing of sector requires ethics to be re-examined: Payne
Banking and Finance Oath co-founder Clare Payne says those working in financial services have a responsibility to dig down into the ethical implication of products and services. Dan Purves writes.
November 30, 2016
DeakinPrime launches PROPEL, a new CPD program for financial advisers
For some time there has been a focus on raising education standards for financial planners and providing them with better options than were available. This has now been addressed with a new product from DeakinPrime, backed by Deakin University, which will provide continuing professional development for those working in the financial planning industry. DeakinPrime is
November 29, 2016
Six of the best: Managers to brave the ‘advisers’ shark tank’
Communicating investment ideas is critical to helping clients stay the course in meeting their objectives, and the Idea Factory will provide insights into how to do that. Simon Hoyle reports.
November 29, 2016
FLA announces 8 new financial literacy grants
Financial Literacy Australia is pleased to announce the projects in the 2016 grants round. FLA grants to support these projects total $1.4 million. These important and innovative projects were chosen from 182 expressions of interest. We thank everybody for the fantastic range of suggestions for possible projects. Consumer Action Law Centre Public education on borrowing
November 28, 2016
How learning to back himself put Canion on the path to success
Patrick Canion has led ipac WA to win the FPA's Professional Practice of the Year Award by following a path less often travelled. Jo Leggat reports.
November 28, 2016
Go your own way: look outside financial planning for tips on marketing
Successful marketing means standing out from the competition, and that means you should avoid simply doing the same things they they do. Anthony O'Brien explains.
November 28, 2016
ASIC decision puts financial planning into new, clear waters
The FPA Professionals Congress was full of news, from award winners to agreements with the Tax Practitioners Board, but one announcement stood above them all.
November 25, 2016
Legislation on new education, professional and ethical standards introduced into parliament
Legislation mandating new education, professional and ethical standards for financial planners has been introduced into the parliament by the Minister for Revenue and Financial Services, Kelly O'Dwyer.
November 23, 2016
Maximise NCCs before July 1, 2017 – or else!
A previous column gave the right advice, but for the wrong reasons. Here is clarification of what went wrong, and why non-concessional contributions are still a hot topic. Max Newnham writes.
November 23, 2016
