December 2016 - January 2017

Knock, knock! Who's there? Mystery shopper, that's who

Tuesday, 17 January 2017

One of the largest ‘mystery shopping’ surveys ever undertaken in the financial services space reveals a financial planning industry struggling to deliver a consistent client experience. While some advice networks perform strongly, others continue to get even simple things wrong.

Tackle the low-return conundrum

Monday, 16 January 2017
With everyone seemingly agreed that lower returns are an ongoing fact of life, small caps and alternatives may present opportunities for those willing to invest in alpha. Steven Tang writes.

In position to make an impact on millions of lives

Tuesday, 10 January 2017
As chair of the FPSB council on a global level, and the FPA nationally, Neil Kendall knows that at this moment in time, he is part of a system with the power to change the course of many, many lives.

Aligning the five pillars of a successful retirement plan

Wednesday, 14 December 2016
Industry, government, consumer and academic experts at the Committee for Sustainable Retirement Incomes Leadership Forum discussed the key components of adequate retirement solutions.