Current use of planners just the tip of the adviceberg
Advisers need a fresh mindset and the right technology to deliver profitable and sustainable advice to new client segments like Millennial entrepreneurs and single women. Jon Shaw writes.
September 07, 2016
Why financial planning businesses shouldn’t ignore aged care
There is a significant cost to financial advice businesses who don’t incorporate aged care advice into their offering, but also opportunities to generate business growth when they do. Louise Biti explains.
September 07, 2016
More people embracing financial advice as a career
Leading education provider Kaplan Professional has continued to enjoy a record year in its flagship courses with enrolments peaking during a bumper August. Citing data at the end of August, there was almost a 30% increase in financial services enrolments compared to this time last year and a 20% increase on the previous month. The
September 06, 2016
Crisis, what crisis? This adviser has seen them all
From the tech boom to the tech bust, the ups and downs of the ruble to the yuan to the US dollar, this adviser has been weathering changes to the markets for almost two decades. Jo Leggatt writes.
September 05, 2016
Who, how, what? The ABC of your marketing messaging
Anthony O’Brien writes that with human beings’ attention spans now less than a goldfish, to make an impact with our marketing we need to concentrate on defining the “who, what and how”.
September 05, 2016
When crisis is ‘normal’, how should planners build client portfolios?
Financial crises are nothing new, according to the IMF there were 431 financial crises between 1970 and 2011. Philippe Jordan writes about how planners can build portfolios in these uncertain times.
September 05, 2016
Timing is everything: ‘new’ research is old news
Legislation raising education, professional and ethical standards will be introduced into parliament this year. So why has a university just called for higher qualifications and standards? Simon Hoyle writes.
September 02, 2016
Professional Planner|Financial Planning Association Best Practice Forum – photo gallery
September 01, 2016
Breaking up is hard to do: saying goodbye to an SMSF
SMSFs pose many benefits, but there may come a time when the costs outweigh the benefits. Max Newnham writes of some of the pitfalls in winding up an SMSF, and how to avoid them.
September 01, 2016
‘New normal’ just a fad that could hurt retirees’ plans
'Lower interest rates for longer' is not normal at all, and if advisers do not respond accordingly they will place their clients’ retirement plans at risk. Roger Montgomery explains.
September 01, 2016
Government forges ahead with legislating LIF, despite dissent
The LICG succeeds in getting an extraordinary general meeting of the AFA, but the pro-LIF-ers have the government’s backing as it moves towards legislation. Ben Power reports.
August 31, 2016
Can active management work – for everybody?
Reflecting on lacklustre investment performance over the past several decades, a leading researcher is asking fund managers to re-evaluate their value proposition. Simon Hoyle reports.
August 31, 2016
