You can’t replace a high-quality culture of consumer-driven advice
If we get it right, every client experience is enriched by factors not easily replicated. Loyalty and client satisfaction become our primary external litmus test for the efficacy of our approach. John McMurdo writes.
February 01, 2017
Advisers need to look carefully to find quality deals this year
The market is expecting a small number of quality transactions this year. Political events in Western Australia will make an impact on that total. Alexandra Cain writes.
February 01, 2017
Advisers face deadline to determine best CGT option for TRIS clients
SMSF advisers who are not proactive with clients who either have superannuation balances in excess of $1.6 million or are receiving a transition-to-retirement pension could soon find themselves in the firing line.
February 01, 2017
Amid the disruption, a new model is in sight
It won’t be easy to convince big revenue generators in your practice to give up some of their resources to invest in something unproven. But leadership will move successful practices towards goals-based advice, and innovations in data will make it work.
January 31, 2017
Australian Structured Finance New Issuance To Remain Restrained In 2017
Australian structured finance new issuance is likely to remain restrained in 2017, according to a recent report by S&P Global Ratings. We expect new issuance of residential mortgage-backed securities (RMBS) in particular to remain subdued. Pricing sensitivity and regulatory requirements will continue to affect new issuance volumes, especially for bank originators, according to the report, titled
January 30, 2017
BetaShares launches Strong Australian Dollar Fund and Strong US Dollar Fund
: BetaShares, a leading Australian manager of exchange traded products, today announced the launch of the BetaShares Strong Australian Dollar Fund (hedge fund) (ASX: AUDS) and the BetaShares Strong U.S. Dollar Fund (hedge fund) (ASX: YANK). AUDS is designed to provide investors with a magnified “long AUD” exposure to the change in the value of
January 30, 2017
Critical link: Blockchain and others will transform financial advice
New technology will transform the nature of wealth creation and management, and even the definition of a company.
January 30, 2017
Former Flight Centre manager soars as adviser with client-centric style
Principal wealth adviser Stephen Kostarelas was a commercial manager at Flight Centre in Sydney, well on his way to the role of chief financial officer, when opportunity of another kind beckoned.
January 30, 2017
To launch or not to launch? That is the marketing question!
The truth is that putting your clients first is central to the success of your financial planning outfit. Likewise, taking a client first approach is essential when you’re considering expanding into new products or markets.
January 30, 2017
Soon, AI will change everything; be ready when it does
Artificial intelligence is the new game in town for financial advice. Adviser Intelligence’s Jacqui Henderson, who has assembled an extensive team of experts to maximise the technology’s potential for the industry, shares her insights into where it’s heading.
January 27, 2017
The profession predicts: 2017 – the year ahead
Professional Planner invited a range of industry players to share their predictions for the year and what they expect to be the dominant issues. Their commentary includes a clear focus on consumers, and the expectation of great strides towards becoming a profession.
January 25, 2017
24 Hours: A day in the life of … Adviser fp
Professional Planner looks at the goings on inside Adviser fp, a financial planning practice based in Parramatta, west of Sydney.
January 24, 2017
