End of cheap SMSFs signals new opportunities for planners
With the era of cheap SMSFs ending, John Wiseman writes that personal engagement is key and sending an email, tweet or thumbs up on social media is not going to cut it.
May 25, 2016
For investors seeking opportunity amidst volatility
When assessed on their more recent history, junk bonds aren’t looking too poorly on a risk–return basis compared with other asset classes. Steven Tang writes.
May 25, 2016
Seeking a reason to jump out of bed every morning
Jo Leggatt talks to Tom Barlow about how he re-found his passion for planning, working for staunchly independent Roskow Independent Advisory and didn’t have to ‘chuck it all in and open a bakery’.
May 23, 2016
The king is dead, long live the king: The importance of cash
Poor returns on cash have seen investors invest in increasingly riskier stocks. Roger Montgomery writes on the importance of cash and why it is still king.
May 23, 2016
Executor Horror Stories Pt 1:
When executor hates beneficiary
Had a father been advised to choose his executor more carefully, his daughter’s financial adviser may not have had to intervene to protect her inheritance. Bryan Mitchell and Anna Hacker explain.
May 23, 2016
Could financial planning become the world’s oldest non-profession?
Simon Hoyle writes that financial planners are still languishing with journalists at the bottom of the list of respected professions, even though neither occupation is actually a profession.
May 20, 2016
Three golden rules for maximising your marketing dollar
Anthony O’Brien explains the best marketing strategies for small to medium businesses and why neither a “head in the sand” nor a “spray and pray” approach will work.
May 19, 2016
Financial ‘coaches’ add value to financial advice
Research shows advisers who provide advice and coaching on saving, budgeting and cashflow management are experiencing higher client engagement and satisfaction, Peter Malekas writes.
May 19, 2016
Cover story: Picking up graduate talent in the pre-season draft
Smart employers are already “graduate-ready”, putting in place systems and processes to provide clear career paths and ongoing education structures. Simon Hoyle reports.
May 19, 2016
Senate inquiry a 20-month magical mystery tour
What the Senate inquiry into the scrutiny of financial advice uncovered will never be revealed. Simon Swanson writes on how life insurance missed an opportunity for a long overdue shakeup.
May 18, 2016
INTERVIEW: Andrew Vogt – respecting the profession
The head of an industry fund financial planning business reflects on what creates a healthy working environment that produces the best results for clients. Simon Hoyle reports.
May 17, 2016
