In The Media

Planner hours should be billable during Professional Year

Financial planners doing their professional year must be capable of generating income or too few advice firms will be willing to take them on, according to the Association of Financial Advisers (AFA). In a submission filed with the Financial Adviser Standards and Ethics Authority (FASEA) the AFA has said that while it strongly supports the…
Read More

The Jim Cramer Problem

Market pundits, there out there every year, predicting, this market up, that market down, this stock will do well and that stock is in trouble. In the main most of these pundits have less accuracy of an Anzac day two up game. That is to say they are right at best 50% of the time.…
Read More

The Value of an Adviser

Updating our annual “Value of an advisor” study for 2017 seems especially relevant given the spotlight that the DOL fiduciary rule has shone on all manner of fees in recent months. Regardless if the fiduciary rule is materially changed or not during the current delay, the fact remains that fees – and the value clients…
Read More

Who is the going to feed the growing population?

Opportunities in agriculture “World agriculture has entered a new, unsustainable and politically risky period”, says Joachim Von Braun, the head of the International Food Policy Research Institute (IFPRI) in WashingtonDC.* As the world population increases the pressure on its natural resources becomes greater. The economic revolution in China, India and other parts of emerging world…
Read More

Financial planners get statutory signing rights

After years of lobbying by the Financial Planning Association (FPA) financial planners have been granted a status equal with accountants, lawyers and justices of the peace – they can witness official documents for clients and others. As of today, financial planners and advisers have been included within the terms of the Statutory Declarations Regulations 2018.…
Read More

Despite everything planners still most trusted source

Despite all the negative publicity, financial advisers are the most trusted source for getting financial advice, and this is particularly the case for Generations Y and Z, according to new cross-generational research conducted for ING by actuarial research house, Rice Warner. According to the research, baby boomers and Gen X are turning to advisers to…
Read More

50 Cheap And Fun Activities To Do With Your Kids

Let’s face it, it’s easy to fall into the trap of spending lots of money trying to provide entertainment for your kids in this day and age. I remember when my parents would pretty much open the front door and say “Be home before dark, don’t get it trouble” and leave us to make our…
Read More

Money Support Options for a Job Loss

Please take note that you should consult your adviser first before taking some action from this article. Losing your job is one of the difficult things anyone can face. Fortunately, the Australian Government Department of Human Services can help you immediately following your job loss, firing, or retrenching. Centrelink is responsible for helping unemployed and…
Read More
Networking

Top Referral Tips for Financial Advisors

Asking for referrals is never easy. It can be difficult to find the right balance between being aboveboard in presenting yourself and your services – with an aim to make a sale down the line – and being pushy to the point of annoyance. And yet referrals are an important part of any financial advisor’s business, and…
Read More