To the victor go the spoils: all of the 2016 fund award winners
Winners of the 2016 Professional Planner|Zenith Fund Awards beat off stiff competition in each of the categories, with guernseys given to the best of the best at the Ivy Ballroom in Sydney on Friday.
October 07, 2016
‘Hypothetical’ ethics for planners; kryptonite and Westworld
Is ethics really just “in the eye of the beholder”? A hypothetical with planners was conducted to find out. And a new TV series highlights man’s age-old fear of technology. Simon Hoyle writes.
October 07, 2016
Do hard yards on professionalism, or it’s all just ‘theory and fluff’
In a profession, the public interest needs to be put front and centre, rather than that of so-called “professional” bodies who only have their members’ interests in mind. Ben Power writes.
October 06, 2016
Simple selling: Can you explain your services to a five year old?
Anthony O’Brien writes that “keeping it simple, stupid” and having clarity about your business offering are both key to marketing your financial planning services in today’s competitive environment.
October 06, 2016
The wait is almost over to see who are Fund Award winners
Tough criteria govern the judging of the Professional Planner|Zenith Fund Awards, to be announced tomorrow, in which nominees had to meet nine separate conditions just to be in the running.
October 06, 2016
FEATURE: A look inside AMP’s new goals-based advice business
With the launch of AMP Advice, the financial services giant aims to engage customers on their own terms to demystify the advice process and make it more user-friendly. Simon Hoyle reports.
October 05, 2016
Thinking about returns in isolation is a ‘mistake’
Effective risk management delivers improved long-term outcomes and a smoother ride, which should lead to more money in a client’s bank account, but not always top quartile returns. Dan Miles writes.
October 05, 2016
Four tips to handle any crisis, financial or otherwise
Tom Stevenson writes that a four-point plan by a former British Army engineer to deal with crises is actually a pretty good “battle plan” for dealing with financial crises.
October 05, 2016
Life-changing moments led to career as financial planner
Dealing with family illness without the benefit of insurance and advising women confused about money after marriage breakdown led this adviser to a career helping others. Jo Leggatt writes.
October 04, 2016
ASIC’s changes to MDAs: Late but worth the wait
Toby Potter writes that although ASIC may have moved a bit late on managed discretionary accounts (MDAs), the changes that have made have been very sensible.
October 04, 2016
We are not alone: advisers’ issues are a global concern
Financial planners the world over have similar issues when it comes to giving the best advice to clients, running successful businesses and keeping up with regulatory challenges. Simon Hoyle writes.
October 04, 2016
Limited liability is a hallmark of a true profession
Simon Hoyle writes that a professional standards scheme for financial planning would go a long way to ensuring the industry is seen as having the highest ethics, standards and trustworthiness.
September 30, 2016
