Marketing automation – how it could revolutionise your business
You may have heard it mentioned numerous times, but what does marketing automation mean for your business? Anthony O’Brien writes how you can use this relatively new tool to great effect.
October 17, 2016
Why advisers leaving licensees prefer non-aligned dealer groups
When choosing a licensee there are many factors to consider. Independence, scale, technology and compliance capabilities to name a few. Pat Casey writes about setting up his advice business.
October 17, 2016
‘Festival of life insurance’: When too much was barely enough
In the space of a few days this week, a range of measures came together in a festival of regulatory and self-regulatory catch-up for the life insurance industry. Simon Hoyle writes.
October 14, 2016
Co-founders’ next strategy step is to focus on aged care
The founders of Strategy Steps are selling to KnowIT to focus on their aged care offering, Aged Care Steps. The sale includes the strategy tool, Desk Caddie. Simon Hoyle reports.
October 13, 2016
Financial planners: the state of independence shall be
This planner knew from the get-go he wanted to be a financial adviser and believes independents get the best outcomes for clients, focussing on advice rather than selling product. Ben Power writes.
October 13, 2016
The in-house assets rule: an exercise in forests and trees
For clients that have SMSFs and wish to maximise the overall tax advantages of super concessions, an understanding of the investment rules can benefit the client’s business as well as their retirement planning. Graeme Colley explains.
October 13, 2016
Insurance code of practice: life, death and everything in between
A new, long-awaited life insurance code of practice and an industry-wide initiative to raise standards across the sector will come into effect on July 1, 2017. Simon Hoyle reports.
October 12, 2016
Accountants behaving badly: Remember Enron, HIH, WorldCom?
History is dotted with instances of extremely bad corporate behaviour which, for the most part, can be traced back to “bad” accountants and “bad” accounting practices. Robert MC Brown writes.
October 12, 2016
COVER STORY Super funds explore the freedom to create
Superannuation funds are delivering high-quality financial advice to members in a way that the broader advice industry often cannot match. Simon Hoyle and Dan Purves report.
October 11, 2016
2016 Professional Planner|Zenith Fund Awards – photo gallery
October 10, 2016
Love of macroeconomics led to a breakout from ‘boring’ HR
From thinking he wanted a career in HR, this adviser turned to studying economics. Following working for a super fund, he found the “perfect” planning firm to join. Jo Leggatt writes.
October 10, 2016
IN FOCUS Investing to help clients live long and prosper
With Australians living longer than ever, better investment strategies are required, as low-risk investing won’t deliver a sustainable retirement income. Meredith Booth writes.
October 10, 2016
