Why ‘Mr Macro’ is an unreliable guide to investment markets
Nathan Bell writes that history has proved successful investment opportunities exist, even in the most hostile macro environments. Just keep your eye on what really matters.
June 23, 2016
Shape up or ship out: a blunt message on education standards
With new education standards to apply for new planners from 2019 and existing planners from 2024, FPA chair Neil Kendall tells the industry it needs to get its act together. Simon Hoyle reports.
June 22, 2016
Brexit ‘coin toss’ difficult to call for markets
From the price of sugar, ship-building and the changing shape of the Chinese economy, Tom Stevenson writes about factors that may – or may not – be affected by Britain’s exit or non-exit from the EU.
June 22, 2016
Executor Horror Stories Pt 2:
When an executor is dishonest
Don’t expect a previously dishonest person to act with integrity as an executor just because someone has died. Anna Hacker and Bryan Mitchell explain.
June 22, 2016
How Abraham Lincoln inspired an unconventional career and practice
Learning how to write via the Gettysburg Address might be an unconventional path for an Australian planner, but by working for inspiring people, this one has taken the road less travelled. Jo Leggatt reports.
June 20, 2016
Mastering the art of making better decisions
Like death and taxes, decision making is a part of life. Michelle Gibbings writes about the steps involved in the process to making better decisions.
June 20, 2016
Professionalising the profession that dare not speak its name
Raising the education level for financial planners to degree level is a good thing for the industry but there are many uncertainties on the path ahead. Simon Hoyle writes.
June 17, 2016
Taking care of business makes sense for SMSFs
Investing SMSF funds in businesses is not the first thing most people think of, but Max Newham writes that this often unconsidered investment option can prove lucrative.
June 16, 2016
Innovate or die. But innovation is not the enemy
Jon Shaw writes that innovation comes in all shapes and sizes and the beauty of low cost digital means that if at first you don’t succeed, you can try, try again.
June 16, 2016
From ‘a financial planner of sorts’ to own advice firm
Former teacher found he had a knack for financial planning after an experience managing relatives’ estates. His company is proof that it is possible to have a fee-based model and still be profitable. Jo Leggatt writes.
June 14, 2016
The value of a story: don’t underestimate the power of PR
The evolution of social media and digital communications has changed the marketing landscape forever, with some traditional methods often deemed “old school” by the cognoscenti. Anthony O’Brien writes.
June 14, 2016
A simple truth uncovered on a ‘joyful discovery tour’
Progressive financial planning firms aim to put the client at the centre of their business, but a lack of perspective means they may not know how. Simon Hoyle writes.
June 10, 2016
