DIY compliance may not let you sleep at night
It may be tempting for advice practices without compliance expertise to take on the task themselves anyway. However, as Charlie Huang explains, when the ill twist of fate befalls, everybody wishes they’d just hired an expert at the start.
February 09, 2017
Understand which answers AI can’t provide
The nuances of portfolio selection and complicated trades are areas where financial planners can play a vital role, even as machine learning becomes a larger part of the industry. Alexandra Cain writes.
February 08, 2017
It’s a trick staying rational when debate heats up
The issue of climate change sharply illustrates the human tendency to rationalise our beliefs. A financial adviser’s skill for risk analysis can help counter that trait and keep reason at the helm. Robert M.C. Brown writes.
February 08, 2017
There’s more to a career than meets the East Coast
Adelaide may not have that big-city vibe, but Hood Sweeney’s Steven Monaco writes that the South Australian capital’s balance between career opportunities and quality of life is ideal.
February 07, 2017
It all boils down to the problem solving that he loves
Adam Hurwood has always been drawn to self-sufficiency and problem solving. He has been able to lead a life full of both in financial planning. Jo Roberts writes.
February 06, 2017
Trump: a look beyond the honeymoon
The new US president’s administration has started with a bang. But how much power does he really have and how should advisers educate clients? Alexandra Cain explores the issue
February 06, 2017
How influencer marketing can live up to its name
'Influencer marketing’ is the latest catchphrase, and it could offer value to savvy financial planners. Anthony O'Brien says the key is to choose wisely and set the right targets.
February 06, 2017
SMSF Association chief Slattery resigns, looks for directorships
Andrea Slattery has resigned as chief executive of the Self Managed Super Fund Association. Former Actuaries Institute of Australia chief executive John Maroney has been appointed as her successor.
February 02, 2017
Eight ways to get sued – and how to avoid them
Ben Whitwell has successfully taken financial planners to court. Who better to tell you how to stay out of the crosshairs of a damaging lawsuit? Here, he and Jonathan Risby outline what they look for when preparing a case against an adviser.
February 02, 2017
Maximise CGT relief for clients
Clients have a choice between segregating or un-segregating their assets but it’s important to understand how the rules work before deciding on the right method. Alexandra Cain writes.
February 02, 2017
Investment beats speculation, even when surprises hit
From the shock Brexit vote to the election of Donald Trump, recent events have posed new challenges for investors. However, a sound process still remains the surest path forward. Dan Miles writes.
February 02, 2017
