Bernie Ripoll, author of the Ripoll Report, outlines some of the challenges he sees facing the industry and urges financial planners to begin preparing for them now as the industry enters an era of massive disruption and change.
Anna Hacker, estate planning specialist, discusses some of the do’s and don'ts for advisers when it comes to estate planning services and why it’s important to put estate planning into your advice conversation.
Are you doing enough to protect your client’s data?
A poorly managed security issue compromises your credibility and breaks trust with clients who depend on you to manage their money. Find out which cyber incidents are impacting the industry, and how you can protect against them.
Encouraging millennials into a financial planning career
Understanding what drives Millennials (Gen Y) will help the financial planning profession attract great talent and remain viable. Find out how to successfully attract, recruit and keep Millennial staff.
Taking financial advice to the whole family with at-home and at-school solutions
Financial advice can extend beyond its adult clients to help future generations of Australian kids become financially capable. Here are six tools which advisers can align themselves to, to enrich and educate kids.
Kids are more capable of comprehending financial concepts given credit for. Here are tips on how you can build the financial skills of not only to your clients, but the entire family by creating your own financial literacy content.
Workplace health and wellbeing programs are making Australians and advice clients healthier. AIA Vitality Australia’s Vitality Coach Sasha Carey explains the benefits of these programs and how they get started.
Mismatched clients, legacy fees and a ‘fingers crossed’ approach to business are all drains on productivity and efficiency. Find out if your business has any of these characteristics, and if so, the building blocks it needs to immunise ...
Market conditions are changing. Are your clients’ portfolio in order?
Market indicators point to new investment opportunities, so what should you consider to make sure your clients’ investment portfolio is set up for future success? Netwealth brings you Lonsec Chief Investment Officer Lukasz de Pourbaix ...
From 1 January 2017 the Centrelink assets test parameters will be rebalanced by increasing the assets test free areas and the taper rate, the rate by which a pension is reduced once the free areas are exceeded. Find out if ...
Gen X and Y have very different attitudes to those of the Baby Boomers that many advisers are accustomed to working with. They require a different proposition, and you therefore need take an innovative approach ...
30-something advice clients: A demographic ready for change
For some time now, Baby Boomers might have been your most important financial advice clients. But it is time to develop a comprehensive offering for an emerging customer segment that you may have been overlooking until now: The ...
Understanding fintech: 6 areas where technology can help your advice practice
The fintech industry as a whole is expected to grow rapidly for a foreseeable future and will profoundly change the client/adviser relationship and the wealth industry as a whole. How will the fintech boom affect your financial ...
Should you build your own fintech product, buy one off the shelf, or partner with a technology provider to develop a customised solution? This article will help you to make the right decision for your fintech project.
Introducing an objective framework for technology decision making
Buy, build, or partner? Which option is best for your advice business' technology solutions? When making business decisions about fintech solutions (or any other technology products) using a framework can help deliver better outcomes.
Cheese and whiskers: understand your prospects to convert them
Audere Coaching & Consulting founder Stewart Bell explains how working out what prospective clients are actually looking for, and creating a process to deliver your advice value proposition to them, will greatly improve conversion ...
With central banks moving into negative interest rates, UBS Australia and New Zealand head of investment strategies Tracey McNaughton explores how to manage the new types of risk facing investors today and in the future.
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