July 2016

24 HOURS: A day in the life of ... AP Financial Solutions

Wednesday, 28 September 2016

Continuing a focus on the day-to-day activities of advice businesses, this month we spend a day in the company of Adrian Patty, principal of AP Financial Solutions, whose practice is located on York Street in the Sydney CBD.

COVER STORY: How the big themes will shape the future profession

Tuesday, 19 July 2016
The heads of leading financial planning licensees convened in June at the 2016 Professional Planner Dealer Group Summit to discuss the biggest issues facing financial planning. Simon Hoyle reports.

The Client, Part 2: Tea and sympathy smooths risky business

Thursday, 14 July 2016
In part thee of The Client’s journey through the advice process, the adviser tackles the issue of risk and protection – and supplies chips and chocolate to smooth the process.

Executor Horror Stories Pt 3:
The know-it-all executor

Wednesday, 13 July 2016
Pride and frugality are not necessarily ideal qualities in an executor - and when it comes to choosing an executor, father doesn't always know best. Anna Hacker and Bryan Mitchell explain.

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