Deakin trio take first place honours in AMP University Challenge
Enthusiasm, energy – and maybe a lifeline from Dad – gave the winning team the edge in a tightly-run contest between the most promising financial planners of the future. Simon Hoyle writes.
October 31, 2016
2016 AMP University Challenge – photo gallery
Come behind the scenes as the University Challenge tests students' technical knowledge, ability to present an SoA to clients, and understanding of key issues facing the profession.
October 31, 2016
The not-so-mysterious case of the banks’ disappearing advice
In light of banks and other financial institutions found to be charging for “no advice”, let’s hope they don’t try to “help” too much with the new code of ethics. Simon Hoyle writes.
October 28, 2016
New assets test a potential hazard for account-based pensions
Max Newnham writes that people with a large lump sum currently receiving an age pension would be better off commuting the pension, taking the lump sum and starting a new account-based pension.
October 27, 2016
Low interest rates may be a case of history repeating – Part 2
In the second instalment of this analysis, Roger Montgomery writes that talk of a new era of persistently low interest rates may not be the “new normal” that has become the consensus view.
October 27, 2016
Two new faces on board as FPA reveals election results
Two long-time Financial Planning Association members have been appointed as directors for the first time and another wins re-election to serve a second term.
October 26, 2016
MapMyPlan’s ‘no product’ AFSL application stumps the regulator
It took the online advice service MapMyPlan seven months of working with ASIC to obtain its AFSL, due to the challenges thrown up by its unusual offering. Simon Hoyle writes.
October 26, 2016
Could do better: Australia given a B+ and urged to lift SG
The authors of the Melbourne Mercer Global Pension Index have recommended Australia lift the superannuation guarantee rate and keep citizens working longer. Sally Rose writes.
October 26, 2016
What’s the cost of independence when you don’t know the value?
What's the cost of independence, and what's its value to you? If it comes down to a purely economic decision, Dixon thinks it might be missing the point.
October 26, 2016
24 HOURS: A day in the life of … Lantern Advisory
Professional Planner takes readers inside Lantern Advisory with James Cavanough, a director of the financial planning practice located in the heart of Brisbane.
October 25, 2016
Workin’ nine to five – not a way to make a livin’
Esther Althaus struggled to get a foot in the door. But when she did, not only did other doors start to open, she also went on to receive several industry accolades. Jo Leggatt writes.
October 24, 2016
