More benefits to investing overseas than just currency
Investing overseas offers many opportunities for success other than currency – if you can find them. Nathan Bell explores recent investments his business has made around the world, and why.
November 23, 2016
NAB cuts entry-level advisers and restructures to improve consistency
The bank's financial planning business will be reorganised geographically - and a new position created - to better support a greater number of more senior advisers. Simon Hoyle reports.
November 21, 2016
Blazing saddles: 2016 Future2 Wheel Classic – from the road
Dave Dyson, who last year produced a first-hand account of life in the saddle exclusively for Professional Planner, is blogging again this year and you can read all of his updates from the road here.
November 21, 2016
Long-term advice: Watch TV with interest, but never with fear
This country boy’s clients have learned that with effective long-term planning, events like Brexit and the ascension of Donald Trump to the US presidency are no cause for panic. Jo Leggatt writes.
November 21, 2016
The bottom line – how effective is your marketing?
Small financial planning businesses face many challenges when it comes to marketing. Anthony O’Brien writes about how to make yours more effective, and monitor ROI.
November 21, 2016
Long wait on new standards expected to end within fortnight
Shadow Minister for Small Business and Financial Services says legislation has been a long time coming, but will improve public trust and confidence in financial planning. Simon Hoyle reports.
November 21, 2016
Younger steps up as Ray Miles contemplates the R word
The founder of Fortnum Financial Group says the former ANZ advice leader is the best man to lead the non-aligned dealer group into a new phase of growth. Simon Hoyle writes.
November 17, 2016
Show them their past, to help them build their future
The fundamental principles of wealth creation may not change, but personal advice needs to be dynamic and flexible to keep people engaged and on track. Jon Shaw writes.
November 17, 2016
Interview That which does not kill us makes us stronger
The chief executive officer of the Association of Financial Advisers, Brad Fox, says the association has emerged from a stoush with a section of its own membership stronger for the experience.
November 17, 2016
Managed accounts future clear as industry heads past $40bn
As managed accounts become entrenched in the advice mainstream, the industry’s representative body is gearing up to better support providers. Simon Hoyle writes.
November 16, 2016
Each-way bet on the four horsemen of the financial apocalypse
Every major financial crisis has been preceded by four easily identifiable indicators, and it looks like we could be headed that way again. Roger Montgomery assesses where we are right now.
November 16, 2016
