Abandonment issues: why your website is struggling
In particular, research conducted in the US has found that the longer it takes for a tablet or smartphone application or web page to load, the more visitors are prone to abandon it. Claudio Pannunzio, president and founder of US-based i-Impact Group, will present his social media findings to the American Financial Planning Association’s annual conference later this month.
September 20, 2012
Client needs up front at Hillross
His mother’s plan had been to send the young George to Australia with the money he’d need to acquire an education Client goals, front and centre The very first thing the client and planner focus on is what the client’s needs are from the potential relationship.
September 18, 2012
Storm settlement: CBA to carry the can
CBA will make available up to $136 million as compensation for losses suffered on investments made through Storm The compensation will be available to many CBA customers who borrowed from the bank to invest through Storm, including those who are members of the Sherwood class action that has been brought against CBA.
September 17, 2012
Government tinkering a “body blow” to SMSFs
SMSF Professionals Association of Australia (SPAA) has warned against further changes to superannuation following media reports that the federal government was considering cutting tax breaks, particularly for self-managed super funds.
September 10, 2012
Q&A: What investors are asking advisers
Here Fidelity Worldwide Investment’s investment director, Tom Stevenson (right), takes a stab at the top 10 questions investors are putting to their financial advisers. How does the situation in Europe affect investments?
September 06, 2012
September 2012:
Digital content
A guide to the Professional Planner September 2012 edition and links to authors and additional content. Anthony Warr, Warr Financial Partners Second time around Second marriage, second chance 20 - cover story
September 04, 2012
Independents must bide their time: Ripoll
Boutique practices and independent financial advisers may initially struggle with the vertically integrated business models that have emerged from restructuring and consolidation in the financial services sector, but the architect of the changes says better times are around the corner.
September 03, 2012
The Future2 Wheel Classic
Just over two years ago, on August 4, 2010, two financial planning industry stalwarts set off on the first leg of a fundraising venture that they hoped would heighten public awareness of the good things financial planners do – and raise $100,000 for the financial planning industry’s foundation, Future2. It’s great for Future2, and it’s great for financial planning.” In 2010 the Future2 Wheel Classic raised more than $88,000
September 03, 2012
The fund ain’t over
In addition to being nominated in their respective fund categories, these managers are also in the running to be named Australia’s overall Fund Manager of the Year. Professional Planner/Zenith fund Award 2012 nominees – part two:
August 28, 2012
Platforms stable but costs may rock the boat
Financial advisers are generally happy with their platform providers but wish costs were lower so they could past these savings on to their clients. Macquarie Wrap and BT Wrap rounded out the top five.
August 23, 2012
Let the fund begin!
In total, there are 15 fund categories, along with Fund Distributor of the Year (for the organisation that provides access to third-party managers’ capabilities) and the coveted Fund Manager of the Year Professional Planner/Zenith Fund Award nominees: Diversified funds:
August 21, 2012
