Starting the conversation around mental health in financial services
An event next month will put the spotlight on the issue of mental health in financial services, providing insights into the impacts of suicide, and raising funds for Lifeline.
September 23, 2016
How the ABA protocol will weed out dodgy financial planners
Professionalisation is the aim of a new protocol for the ABA. Years in the making, the protocol will help identify financial planners with poor track records. Simon Hoyle writes.
September 22, 2016
Female-friendly profession could still do more for women
Catherine McGregor will speak at the FPA’s national congress in Perth in November at the Women in Financial Planning Breakfast, offering her own unique perspective. Simon Hoyle writes.
September 22, 2016
Tu quoque, mate? Logical fallacies won’t save the world
Banning moon boots won’t stop climate change, and Dixon Bainbridge says making decisions for the entire financial advice industry based on the opinions of only 10 per cent of advisers will not work either.
September 22, 2016
It takes a wise crowd to think outside the pack
In The Wisdom of Crowds, James Surowiecki distinguishes between wise and irrational crowds. A wise crowd can predict certain statistics with remarkable accuracy. Michael Haddad writes.
September 21, 2016
Why the US election may be a non-event for investors
Tom Stevenson writes that despite recent polls, the presidential race is an extremely unpredictable one, with neither candidate viewed favourably by a disengaged and disillusioned electorate.
September 21, 2016
A new case on super, bankruptcy and death benefits
The law can be confusing, especially around what a bankrupt spouse of a deceased person is entitled to of their spouse’s super – and what portion should go to their creditors. Bryce Figot writes.
September 20, 2016
Translating the foreign language of financial planning
Coming from a background in corporate banking which seemed “unreal” this planner puts fundamental planning concepts into plain speech to make planning more accessible. Jo Leggatt writes.
September 19, 2016
White paper: The clock is ticking on regulatory changes to MDAs
A new white paper examines the possible impact of regulatory changes to MDAs and provides tips on how to maximise practice productivity. David Heather provides an overview.
September 19, 2016
Why content marketing should be part of your strategy
Anthony O’Brien explains the “what is” the and the “how to do” of content marketing as a way to create awareness of your financial planning business among clients you haven't even met yet.
September 19, 2016
The planning profession – united it stands, divided it falls
Simon Hoyle writes that the silence of the majority is giving the public a distorted image of the profession of financial advice. And squabbles between industry associations and members are not helping.
September 16, 2016
Technological disruption: Magellan says you ain’t seen nothin’ yet
No one can predict the future and we’re still waiting for the flying car, but the pace of change is only going to accelerate, making the job of financial advisers more difficult. Simon Hoyle writes.
September 15, 2016
