Oil price forecasts are a mug’s game – but here’s one anyway
It is a truth universally acknowledged that oil prices go up and down like a yoyo, but that doesn’t stop investors from wasting money and time trying trying to forecast them. Tom Stevenson reports.
June 02, 2016
AMP revamps BOLR facility to align revenue and valuations
Simon Hoyle reports on the four major changes the financial planning giant is introducing to its buyer of last resort facility to alter how it values practices it acquires.
June 01, 2016
When the government tinkers with super, there are no winners
No one, least of all advisers, will benefit from the radical super changes proposed in the Turnbull government’s first budget. Todd Kardash writes.
June 01, 2016
24 HOURS: A day in the life
of … DMG Financial
A new series focuses on the day-to-day activities of leading financial planing businesses across Australia. In the first instalment we visit Sale, in country Victoria.
June 01, 2016
Early life of hard knocks taught planner ‘there is always hope’
Jo Leggatt talks to Carol Roberts, a planner who uses her experience of an early period of homelessness to help mature-aged clients reach their financial goals and attain a comfortable retirement.
May 30, 2016
When the fat pitch arrives – get on base and swing that bat
Nathan Bell writes that investors need to know how to be patient and when to swing for the fences, and not just react to what’s going on in the market today.
May 30, 2016
Hybrids risky for advisers and clients alike when mixed in the wrong bucket
Ben Power reports that financial advisers need to be aware of not only the downside risk of hybrids but also the legal implications of mis-allocating hybrid securities.
May 30, 2016
A pure advice service giving ‘robo’ a good name
Simon Hoyle meets Map My Plan co-founder Paul Feeney who, with the former Minister for Financial Services and Superannuation Bernie Ripoll, is offering pure advice online - for free.
May 27, 2016
Financial planners delving into the world of peer-to-peer lending
Could peer-to-peer lending be the way forward for smaller investors with the burgeoning lending space offering returns of up to 10 per cent? Ben Power reports.
May 26, 2016
Three tips to getting the most out of your new value proposition
Why taking a “me too” approach will not endear you to prospective clients but focusing on what your value proposition can offer them will. Anthony O’Brien writes.
May 26, 2016
The importance of keeping SMSF assets separate
There is a massive trend towards individuals becoming trustees of SMSFs. This is not the best structure for ensuring compliance with ownership rules, and brings other complications – and high net penalties if a law is breached.
May 26, 2016
‘Father of FoFA’ takes a seat at the advice table
Bernie Ripoll helped set new rules for providing financial advice in Australia and now he’s joined the board of an online business set up to operate under them. Simon Hoyle reports.
May 25, 2016
