Objectives-based advice fuelled by more than just product
Good objectives-based advice is far more complex than the traditional risk tolerance-based approach that has dominated the financial planning industry for many years. Craig McCulloch and Michael Armytage write.
November 16, 2016
24 HOURS: A day in the life of … Atlas Wealth Management
Atlas Wealth Management is based on the Gold Coast, but it services the world. Professional Planner spends 24 hours inside a practice that targets Australians living overseas.
November 15, 2016
School never out for award-winning financial planner
Although he excelled in his apprenticeship as a butcher, Simon Clifford was always drawn towards a life in financial advice, and used education to get there. Jo Leggatt reports.
November 14, 2016
Three trends that will change how you market your services
Marketing your service can be cheaper, smarter and easier than ever before, as long as you recognise how the task is evolving. Anthony O’Brien writes.
November 14, 2016
Cover story: A giant awakens as AMP pursues goals-based advice
AMP may be uniquely positioned to make an impact with its re-engineered advice process, and increase the number of people using planners. Simon Hoyle reports.
November 14, 2016
Six great investment ideas for 2017 – how to explain them to clients
When a dispute arises it's often because something was lost in translation. Learning how to communicate investment ideas could be the way to avoid that. By Simon Hoyle.
November 11, 2016
Advisers on the horns of a non-concessional dilemma
Max Newnham writes that super rule change uncertainty poses a challenge for advisers wanting clarity around how to help clients save more for their retirement.
November 10, 2016
Education is only the first step to planning reform
Trust and perceived value remain the biggest challenges to Australians seeking financial advice, and this isn’t changing as quickly as it needs to. Bernie Ripoll and Paul Feeney write.
November 10, 2016
How technology helps US advisers earn twice as much as you
With more than 800 fintech start-ups in Silicon Valley, a mind shift has to occur around what business it is that financial planners are actually in. Ben Power reports.
November 09, 2016
REST using Acorns app to encourage voluntary savings
The micro investment app is helping members of the industry superannuation fund to make additional contributions to their retirement savings. Dan Purves reports.
November 09, 2016
A rose by any other name would (not) smell as sweet
If you want people to know what you do, Dixon thinks it’s a good idea to tell them what you do. On the other hand, sometimes in business it pays to be deliberately misleading
November 09, 2016
Extended coverage: Professional Planner|Zenith Fund Awards
Coverage of all 19 categories in the 2016 Professional Planner | Zenith Fund Awards, including winners' interviews and Zenith's category commentaries.
November 08, 2016
