Deadline near for Conexus Financial Superannuation Award nominations
Nominations for the Conexus Financial Superannuation Awards 2017 are closing soon. This year three new categories have been added to the awards, to better recognise the industry's best.
October 24, 2016
Reshaping perception of financial planners will take time but is worth it
A negative view of an industry can take years to change, and the financial advice business has at times suffered more from the “dodgy brothers” sobriquet than most. Simon Hoyle writes.
October 21, 2016
Ignore proposed super pension at your (and your clients’) peril
It won’t do to take a head-in-the-sand approach to proposed super changes. If and when they come there were be consequences for advisers not on top of them. Max Newnham writes.
October 20, 2016
The allied forces of automation and personal advice
Automation is a powerful tool for gathering and analysing client information, and leveraging insights to develop highly personalised strategies for individual customers. Jon Shaw writes.
October 20, 2016
Leaping before they look: why psychology trumps asset allocation
Planners can set the best asset allocation in the world, but it is useless if clients jump out at the first sign of trouble, argues Dr Stephen Wendel, head of behavioural science at Morningstar. Dan Purves writes.
October 19, 2016
Where has the growth gone? You have to know where to look
Nathan Bell writes that there are major investment opportunities abroad, albeit often unpredictable, but if you invest in great managers they can create more value than you can predict.
October 19, 2016
The SMSF rebalancing act: Life after the high-yield play
There is no point in sticking with a pure yield play if capital losses are likely to swamp that yield – as they have in seven of the past 14 years. Ron Bewley explains.
October 19, 2016
Deakin business school scholarship to support the next generation of financial planners
Deakin Business School has partnered with boutique financial planning firm Scholten Collins McKissock Wealth Management to provide study support for the next generation of financial planners. The Scholten Collins McKissock Scholarship in Financial Planning will support the living and education expenses of students studying commerce with a major in financial planning. The Scholarship has been
October 17, 2016
ABA welcomes new independent standards body
The Australian Bankers’ Association has today welcomed the Federal Government’s announcement that it will introduce new legislation into Parliament this year to create a new independent body to set higher professional standards for financial advisers. “This is an important step in the professionalisation of the financial advice industry,” ABA Executive Director – Retail Policy Diane
October 17, 2016
Profession remains on hold after minister’s ‘announcement’
The financial planning profession is still waiting for meaningful progress on education, ethical and professional standards, but the minister's "announcement" does nothing to help. Simon Hoyle writes.
October 17, 2016
Professional standards for financial advisers to benefit consumers
The Turnbull Government will introduce legislation into the Parliament this year to mandate professional standards for financial advisers, Minister for Revenue and Financial Services, the Hon Kelly O’Dwyer MP, announced today. The reforms will include: Compulsory education requirements for both new and existing financial advisers; Supervision requirements for new advisers; A code of ethics for
October 17, 2016
Work experience as vet set Burrows on career in financial planning
This financial planner keeps it all in the family, shortly assuming the reins of her father’s business, after realising at school she would never be able to “put a pet to sleep”. Jo Leggatt writes.
October 17, 2016
