CoreData and Professional Planner name the 2016 licensees of the year
The best licensees are named in three separate categories - independently owned, institutionally affiliated and institutionally owned - as well as the overall Licensee of the Year.
June 09, 2016
Like Knight and day: investment solution lifting productivity
Knight Financial Advisors decided early on to specialise in direct equities, leveraging the MDA structure to run tailored portfolios and deliver strong after-tax returns. David Heather writes.
June 09, 2016
Photo Gallery: 2016 Dealer Group Summit, Blue Mountains
Images from the 2016 Dealer Group Summit, held on June 6 and 7 in the Blue Mountains west of Sydney, attended by heads and senior executives of leading financial planning licensees.
June 09, 2016
Weighing the pros and cons of outsourcing paraplanning offshore
Although it may seem incredibly attractive to send paraplanning offshore, not every planner is a fan. Ben Power reports on different approaches taken by Australian companies.
June 08, 2016
Super, tax and small business: end of year planning help for clients
Natasha Panagis provides a breakdown of the four key areas to review before June 30 to stay ahead of the game, including tips on SMSFs, super contributions, tax planning and small business.
June 08, 2016
Semaphore Private pointing clients in the right direction
Jo Leggatt talks to Andrew Peters about his planning firm, Semaphore Private, on why “less is more” in terms of client numbers, so they can get the best advice and undivided attention.
June 06, 2016
FEATURE: First State Super’s plans for StatePlus
Dan Purves reports on First State Super’s plans to build a “super” financial planning business with the acquisition of StatePlus.
June 06, 2016
IN FOCUS: Value added may be better than ‘growth’
Value managers are cautiously predicting that a rotation out of so-called growth stocks into value stocks may be on the horizon. Simon Hoyle reports.
June 03, 2016
Financial planners have moved on – someone tell the stockbrokers
Reforms to the financial planning sector appear to have bypassed the stockbroking community altogether, if recent reports are any guide. Simon Hoyle writes.
June 03, 2016
Coalition telling super porkies about changes to SMSFs
The treasurer saying that only 1 per cent of super members would be affected by 2016 budget changes wasn’t correct for SMSF’s, but Max Newnham writes they will be worse off under Labor.
June 02, 2016
