Advisers under high pressure from high net worth investors
Investors who control their own sizeable assets are largely unconvinced that an adviser’s expertise adds value beside their own experience.
February 19, 2016
The good news or the bad news, and does it make any difference?
Whether interest-rate hikes are good or bad for wealth can be a matter of perspective. Tom Stevenson looks at some hard evidence in the debate.
February 19, 2016
New alliance supports education of advisers in Australia and New Zealand
Capital Preferences, a leading global financial technology company founded in the United States, has entered into the Australian market and formed a strategic partnership with PortfolioConstruction Forum, naming it the official accreditation provider for a new training program. Called Quantitative Advice Methods, the program is aimed at financial advisers serving the New Zealand and Australian
February 18, 2016
Unhappy advisers should get a red-carpet farewell
Licensees should expedite exits for unhappy advisers, but ideally they should recruit for long and fruitful relationships. Todd Kardash writes.
February 17, 2016
Science and psychotherapy provide good relationship advice
Other fields of practice and research into advice-giving can provide useful transferable ideas for relating to clients – “feedback loops”, for instance.
February 17, 2016
Up in the air: Brian Pert shows why finding a niche is gold
Specialising in a niche area, even among quite a small pool of clients, can lead to growth in your business if you are keenly focused on clients’ idiosyncrasies.
February 17, 2016
Departing FPA chief urges vigilance by all planners
Fledgling profession is "very, very fragile" and must be protect and grown by all participants, lest it be lost.
February 14, 2016
2016: The year financial planners take super funds head on
Research finds financial planners and super funds are converging on a "middle ground" in provision of post-retirement advice.
February 14, 2016
Interview: Client loyalty is a natural outcome of true service
An early understanding of the power of deferred spending and long-term savings spurred Leanne Bull on to 30 years as a financial planner.
February 14, 2016
How a dud stock tip drove the CFP program’s top participant
For this year’s Gwen Fletcher Memorial Award winner there was never any thought of not achieving the highest designation possible.
February 12, 2016
Why passive ETFs are likely to be a poor bet
Active value investors will eventually bounce back, but not by buying ETFs. Nathan Bell says any easy money post GFC has probably already been made.
February 12, 2016
Beware – not all infrastructure companies are created equal
A new index is designed to help identify truly defensive infrastructure assets that will deliver on protecting capital in market downturns.
February 12, 2016
