Think before you act when it comes to your marketing
In the age of social media, apps, blogs and 24/7 news, having a marketing strategy is more important than ever. Anthony O’Brien writes that it’s not okay to “just do stuff” when it comes to marketing.
August 15, 2016
The financial planner’s guide to new education standards
New educational, professional and ethical standards are coming. Their precise impact will depend on whether you’re an existing or a new financial planner, as Dante De Gori explains.
August 15, 2016
You can’t please all of the planners all of the time
The first tenet of a profession is to serve the public interest. This doesn't sit well with planners who think they should be put first by their respective associations. Simon Hoyle writes.
August 12, 2016
CIPRs may help with Baby Boomer ‘wave’ of retirees
Still seen by some as a “utopian idea,” CIPRs would be similar to MySuper products – a default retirement income product for retirees that are disengaged or unsophisticated. Ben Power writes.
August 11, 2016
Recognition of prior learning key to getting planners over the line
Much has been written about the new education requirements for financial planners. Mark Sinclair writes about some of the possible options to obtain credit for existing qualifications.
August 11, 2016
Preservation and taxed components – like mixing oil and water?
The legislation around preservation and taxable components of a superannuation benefit are not so much related; they are more like close neighbours. Victoria Kuok explains.
August 11, 2016
AFA and Asteron Life Announce AFA Excellence in Education Award Finalists
The Association of Financial Advisers (AFA) and Asteron Life (Asteron) have announced the 2016 Finalists for the AFA Excellence in Education Award (the Award). The finalists are: Adviser Name Practice Name Licensee State Stephen Nielsen Ascent Wealth Management GWM Adviser Services Queensland Jason Fittler Grow Your Wealth Pty Ltd Grow Your Wealth Pty Ltd Queensland
August 10, 2016
Civil war erupts as anger over Life Insurance Framework intensifies
AFA member lobbies 2500 members of the anti-LIF group, the LICG, via email to support an extraordinary general meeting to overturn support for the legislative changes. Ben Power reports.
August 10, 2016
Ageing population to accelerate digital disruption
As clients age and mobility and cognitive function decline, advisers need to ensure their advice is relevant and easy to understand. Technology and automation are critical, Peter Malekas writes.
August 10, 2016
AAT decision good news for SMSF real estate developments
Real estate development via unit trusts can be an attractive proposition for SMSFs. Bryce Figot says a new decision by the administrative appeals tribunal (AAT) is encouraging.
August 10, 2016
Fellowship reflects half a century of service to the profession
This planner has been doing the job longer than most – and can’t imagine doing anything else – but back in the 1960s he taught science and maths to high school students. Jo Leggatt reports.
August 08, 2016
Can’t touch this: Marketing a service versus marketing a product
Marketing a financial advice business is nothing like selling hamburgers or electronics. Anthony O’Brien writes about the need to focus on the client outcome rather than your services.
August 08, 2016
