IMCA forms strategic alliance to increase participation
Gaining members from the sophisticated end of the industry and increasing participation in CIMA accreditation and CPD are the aims.
February 10, 2016
No need for advisers to fear the advance of robo-advice
New platforms provide the opportunity to reshape your business. They’re no threat, simply because people still want to talk to a person.
February 10, 2016
Build long and fruitful relationships on scalable advice
Scalable advice that leverages technology for efficient delivery will allow clients and advisers to share more of life. Peter Malekas writes.
February 10, 2016
Synchron nears product launch, reveals AIA as partner
Synchron's quest to redesign life insurance in Australia is nearing an end, with product design now in the home stretch.
February 08, 2016
Execute this. Or not, as the case may be
A seemingly simple transaction-only request from a client still demands you give a detailed response – for the protection of both parties.
February 07, 2016
Ready for take-off: should we be keeping an eye on Qantas?
CoreData’s digital intimacy research reveals where Australians are prepared to place their trust.
February 07, 2016
It’s no longer “one style of portfolio fits all”
The range of objectives in model portfolio construction has broadened beyond consideration of clients’ level of risk.
February 07, 2016
To retirement and beyond: negotiating super
With contributions scheduled to rise, the government intends to optimise super. They aim to “protect the disengaged”, but many will want help.
February 05, 2016
‘Safe’ withdrawal rate in retirement challenged by new research
Morningstar analysis encourages financial planners to rethink "safe" withdrawal rates for clients in retirement.
February 05, 2016
Ideology shouldn’t drive advice when choosing a super fund
Dislike of a particular sort of fund can’t be put ahead of the client’s best interests.
February 05, 2016
CBA needs co-operation to fully compensate clients
The Open Advice Review has facilitated compensation of clients injured by advice; yet one obstacle remains to many receiving their due.
February 02, 2016
Why there’s too much at stake to get education reforms wrong
New-found consumer confidence inspired by increased standards will be dampened if there are not enough advisers left to go around.
February 02, 2016
