Adviser of many talents sees planning as aspirational career
By not being “one of the boys”, this former language teacher thrived in the investment environment. These days she wears many hats and encourages others to become planners. Jo Leggatt writes.
August 22, 2016
The Client, Part 4: Playing the waiting game and facing the music
In the fourth part of a series tracking the experience of a financial planning client, the developing relationship between planner and client is found to be encouraging, but both still need to work at it.
August 22, 2016
Minister needs a score of nine out of nine on this exam
Appointing the wrong people to the board of the proposed standards body could set back the industry by years, and hurt the cause of lifting consumer protection. Simon Hoyle writes.
August 19, 2016
AMP set to roll out a different way of looking at LIF
AMP chief says cost savings from the LIF could be delayed by rising claims expenses, as the insurance giant prepares to launch a new kind of policy to address long-tail claims costs. Simon Hoyle writes.
August 19, 2016
‘Woman of a certain age’ encourages others to dream
On the eve of Financial Planning Week, ambassador Jane Caro says setting financial goals is “not mercenary, not unfeminine and not uncool.” Simon Hoyle writes.
August 18, 2016
What to do when you don’t know what to do
No matter how experienced or well-versed in economic history you are, you haven’t seen an investment environment like this before. Dan Miles writes.
August 18, 2016
Illegal access of super benefits a ‘lose-lose’ proposition
Using self-managed super funds for any purpose other than supporting retirement is not only detrimental in the long term, it is a crime and carries hefty penalties. Max Newnham writes.
August 17, 2016
Value investing’s time to shine near as ‘old growth’ runs its course
Buying value stocks doesn’t mean buying low-growth stocks. Nathan Bell explains that 'value' simply means buying at a discount to minimise the chance of loss.
August 17, 2016
What’s next? Maybe more than you can possibly imagine
As NASA begins to explore Jupiter, Dixon concludes that robo-advice isn’t driven by exactly the same spirit of adventure as the Vikings were, but there are parallels throughout human history.
August 17, 2016
New scholarship targets best financial advice
Griffith University is already the Employer of Choice for Women, and now Griffith Business School has partnered with one of Australia’s largest superannuation and retirement businesses Sunsuper to introduce a $5,000 scholarship to assist women in the financial planning industry. Anne Fuchs, National Manager of Retail Distribution and Advice at Sunsuper, acknowledged the struggle women faced in regards to juggling
August 16, 2016
Author of her own destiny wants to see more female planners
This planner didn’t think much of her maths ability and thought English was her strong suit, but found she was actually “pretty good” at numbers while completing a law degree. Jo Leggatt writes.
August 15, 2016
