Last night a DJ saved his life – and kick-started a career
Jo Leggatt talks to Andrew Zbik on how he combined an early DJ business with education and world travel to make him, at age 33, the Omniwealth senior financial planner he is today.
May 16, 2016
A recipe for the professional standards body
Mark Sinclair writes that changes to education requirements for financial planners is a once in a generation opportunity for the industry to raise the bar and become a proper profession.
May 16, 2016
Why June looks like ‘a treacherous time’ for investors
Tom Stevenson explains why investors will be challenged by meetings of central banks with unfinished business, and a vote on Britain's exit from the EU.
May 16, 2016
You think you’re winning, but what do the clients think?
One bad experience with a planner can mean goodbye. Top-level findings presented by CoreData show the industry must address inconsistent service, among other things. Simon Hoyle reports.
May 13, 2016
Finalists announced in 2016 Licensee of the Year
Awards for Professional Planner/CoreData Licensee of the Year get more oomph with three new licensee categories. Simon Hoyle reports on the finalists’ announcement and who could win big.
May 12, 2016
Accountants must automate advice or face potential annihilation
Ben Power talks to Greg Holman of GPS Wealth about why advisers and accountants must embrace automation processes if they are to remain profitable in the digital age.
May 12, 2016
What to do when clients can’t remember what they had for breakfast
A new report on the impact of ageing on financial decisions from SSGA and tactics to protect clients from their ageing brains. Dan Purves reports.
May 12, 2016
Gender and financial education a guiding force in investment choices
The spending habits and investment choices of men and women are poles apart, with lessons to be learnt from both sides of the gender equation. The impact of gender on investment choices is illustrated when men and women are asked how they would spend $100k if they won lotto or inherited a windfall according to
May 11, 2016
He’s seen financial planning from both sides now
Jo Leggatt talks to the founder of fixed-fee firm Smythe Financial Management about what it takes to be a truly independent financial advice firm, and how he got there.
May 11, 2016
Advisers can bridge the generation gap with affordable, targeted services
Advisers who are prepared to listen and get creative can reach Gen X and Gen Y and in doing so, grow their revenue and protect the value of their business in the face of an ageing population. Mark Woolnough writes.
May 11, 2016
US election between The Trumpinator and Thrillary
What does the “grubby scrap” between Donald Trump and Hillary Clinton for the US Presidency mean for investors and markets? Tom Stevenson reports.
May 11, 2016
FEATURE: ANZ puts a ring on it with financial planners
Simon Hoyle reports on why financial planning is so important to ANZ and how the big bank says it is committed to bringing it closer to its core business.
May 08, 2016
