Industry Updates

TH Real Estate makes 2017 predictions on trends, leading sub-sectors and more

TH Real Estate has issued its latest research report “THINK 2017: Five things you should know” which highlights five areas of focus for future real estate investment: big picture trends, cities to watch, leading sub-sectors, technology trends and sustainability. 1 – Big picture: The report examines broad trends that will impact global investment and outlines

Build a plan that makes a difference, instead of wasting time

Business planning is never a waste of time, as long as you do it right. Anthony O'Brien says focus on the process for a concise, accessible plan that will produce tangible benefits.

His biggest plan was always to help other people

When an aversion to blood and gore made medical school a no-go, Lucian Russ took his passion for helping people around the world before settling into a successful career as a financial planner.

3.5 million Aussies save their credit card details online

 Aussies trust Apple, Google with their credit card details over local retailers  Generation Y are the savviest with online safety, with 29.5% not storing financial details online How to stay safe while transacting online Almost three quarters of online shoppers trust popular websites and brands with their card details, according to new research by finder.com.au,

To lead, prepare one to follow, then get out of the way

Succession planning for your business is one of the sternest tests of leadership ability. It requires the ability to martial your emotions, for honest self-assessment and sound decisions based on reason. Matthew Rowe writes.

Banking on the banks in 2017?

Bank shares are facing some major headwinds right now, related to stressed property markets and shrinking opportunities elsewhere. It's time to consider whether better value can be found elsewhere.

SMSFs embrace market volatility

New research shows far from dissuading people from participating in financial markets, choppy conditions are encouraging self-directed investors to become more engaged in portfolio management. Alexandra Cain writes.

Time to update your world view

Rapid global change is underway for advisers. The keys to success going forward will be enhancement of the client experience, a focus on goals and objective-based advice, and being able to demonstrate and articulate value.

The emerging technologies to watch out for in 2017 and beyond

Technology is already a big part of financial planning businesses and its importance in the industry is only going to increase. SuiteBox’s Ian Dunbar takes a look at the critical tech trends for the year ahead and beyond.

Ratings agencies point to mixed outlook, with cautious optimism for now

While banks are on watch, the strength of the well-regulated economy means Australia’s AAA rating is safe for the moment. Ali Cain writes.

Knock, knock! Who’s there? Mystery shopper, that’s who

One of the largest ‘mystery shopping’ surveys ever undertaken in the financial services space reveals a financial planning industry struggling to deliver a consistent client experience. While some advice networks perform strongly, others continue to get even simple things wrong.

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