Helping clients resist the siren-song of past performance
A key part of an adviser’s value proposition is being able to explain investment ideas effectively – and here’s an opportunity to learn from some of the best how to do that.
September 15, 2016
Beware of concentrated risk in diversified portfolios
Investors can’t build a truly diversified portfolio and adequately manage risk unless they know and understand the different sources of investment returns and importantly, their underlying risk factors. Dan Miles writes.
September 15, 2016
Minimising tax on the death of a self-managed super fund member
Nobody likes to think about what will happen when their partner dies, but plans made now regarding what happens to an SMSF will prevent extra grief in the long run. Max Newnham writes.
September 14, 2016
Key options for limited MDA arrangements
In part two of an analysis of looming changes to managed discretionary accounts, (MDAs) David Heather says advisory firms with limited MDA arrangements have three key options to consider.
September 14, 2016
Why CPA Australia backed Malley to shake up financial planning
Acting in the public interest means much more than just calling out bad practice in financial planning. With the backing of its board, and the blessing of the regulators, CPA Australia decided to do something about it.
September 13, 2016
Parallels between financial planning and tending lawns
How Troy Scott turned away from accounting in the pursuit of excitement, while being driven by the need to make a change in his clients’ lives. By Jo Leggatt.
September 12, 2016
Believe in your business – and tell the world
The best way to showcase your capability to potential clients is through a selection of ‘proof points’, where you illustrate your skills through truthful statements. By Anthony O’Brien.
September 12, 2016
What happens when you put 160 planners in a room together?
Simon Hoyle writes that financial planners deserve better than the “drivel” that often tries to pass as news, and prefer to focus on running successful businesses and delivering great advice.
September 09, 2016
Dealer group awards: Most do it, but what’s the point?
A majority of dealer groups hand out annual awards to outstanding advisers – but how do they judge “excellence,” and do the awards really recognise? Greg Holman explains.
September 08, 2016
Executor Horror Stories Pt 4:
The executors who don’t get along
“Keeping it all in the family” is sometimes a disaster. Adult children who don’t get along may get a lot less of their inheritance if it is taken up by fees. Anna Hacker and Bryan Mitchell explain.
September 08, 2016
Financial planning lessons for Millennials via ‘The Martian’
Millennials think that planners speak in “an alien language they will never understand”. Author and financial adviser Peita Diamantidis is helping advisers talk to the group. Simon Hoyle reports.
September 07, 2016
