Rethinking client strategies in a shifting retirement landscape
Change is the only constant in life and big budget and legislative changes to superannuation and retirement investments mean traditional strategies will no longer work. Assyat David explains.
August 08, 2016
Welcome to a brave new world for financial planners
Simon Hoyle gazes into his crystal ball for a look at where the profession of financial planning will be after the date for all the educational hurdles and requirements has come to pass.
August 05, 2016
Big names in the running to be named Fund Manager of the Year
The second tranche of nominees in the 2016 Professional Planner|Zenith Fund Awards has been revealed. Winners in 19 award categories will be announced on October 7.
August 04, 2016
The kids are all right: stepping into the family business
Keeping it all in the family for some financial planners may mean sending the children away to learn the rules before coming home to “break” them. Ben Power writes.
August 04, 2016
Changes to MDAs coming – act now to avoid the rush
ASIC is set to announce long-awaited changes to the operation of managed discretionary accounts (MDAs) before October. David Heather writes that advisory firms need to be ready.
August 04, 2016
Distractions galore but don’t lose sight of the bigger picture
Seemingly endless legislative changes have made the financial advice sector at times downright confusing. The 2016 Best Practice Forum will help planning practices stay focused on growth.
August 04, 2016
Cementing trust in a financial advice profession
SMSF Association chief says in light of changes to superannuation there has never been a more important time for the industry to work together to build its future. Simon Hoyle reports.
August 03, 2016
Super changes: the good, the bad and the retrospective
Max Newnham writes that despite one notable exception, the government’s changes to superannuation will result in a better system, and there are strategies planners can use to help clients.
August 03, 2016
Despite budget backing, annuities are still no post-retirement panacea
Wade Matterson writes that rather than mandate or strong-arm investors into deferred lifetime annuities or pooled products, a holistic approach which considers all the aspects is a better option.
August 03, 2016
Only the best of the best will win Fund Manager of the Year
The first wave of nominees for the Professional Planner|Zenith Fund Awards have been announced. Managers must excel on nine specific criteria before being judged worthy of nomination.
August 02, 2016
Had her life all planned out even before she was a planner
An early fascination with money and how it worked led this former Queensland ten pin bowling champion to a brilliant career in financial advice. Jo Leggatt writes.
August 01, 2016
Avoid the cold calling ‘dark’ by retaining existing customers
Retaining customers and keeping them happy can be a challenge in a competitive environment. But with much research done on the cost benefits, it’s a job worth doing. Anthony O’Brien writes.
August 01, 2016
