Is technology reinventing teamwork in its wake?
Disruptive companies employ socially intelligent people who use technology to work with one purpose. Graham Winters says we can all adapt.
February 29, 2016
Clarity on education standards is still distant
Breath-holding is not advised in the wait for a standards body, but there is one reason why planners needing to upskill can breathe easier.
February 26, 2016
Understanding the new meaning of LIF
Big changes are looming, and Rhett Das says now is a good time to consult and prepare for changes you need to make to your business model.
February 26, 2016
Sentry Group about to move in on the east coast
With growth stalled by competition, businesses may welcome the chance to sell or merge with a larger, better-resourced and non-aligned group.
February 26, 2016
Planners can be well-resourced for big-picture retirement planning
Holistic planning is realistic planning. A tool to aid planners’ awareness of physical, social and psychological pressures has been developed.
February 24, 2016
Boomers go boom! Be forewarned about chasing the wrong yield
Chasing high-yielding shares – and companies with no growth – might be a sure-fire way to do your clients’ dough. Roger Montgomery explains why.
February 24, 2016
Get objectives clear to underpin superannuation tax policy
Enshrining the objectives of compulsory super in legislation has broad and bipartisan support, and transparency would rebuild trust.
February 24, 2016
Research aims to identify the best financial planning licensees
How well does your licensee support your business and the advice you give to clients? Now is your chance to say, and to find out if other advisers are faring better.
February 22, 2016
Making decisions about the family home on entering aged care
Moving to aged care requires a decision on what is often a person’s largest asset. Mark Teale does the numbers to assist an informed choice.
February 22, 2016
An ethical business founded on “do as you would be done by”
His own experience as a client led one financial planner to develop a strong leaning toward transparency and providing fee-for-service advice.
February 22, 2016
2016 SMSF Association National Conference Daily News
Professional Planner is a media partner to the SMSF industry's major annual event, and publisher of the conference Daily News.
February 21, 2016
Separating product from advice is the basis of earning trust
In an exclusive extract from a new white paper, Ray Miles outlines five strategies for making sure that advice is not predicated on product sales.
February 19, 2016
