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Planners told to go deep or go home

 
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MM Newsletter
  Apr 26, 2017 
 
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Managed accounts turbo-charge efficiencies for advice practices

More and more advice practices are turning to managed accounts to help them increase back office efficiencies, providing more time to focus on servicing clients and growing business. For more

Latest News

Advisers urged to dump simplistic advice to drive growth

Financial planners have been urged to dump simplistic advice models and some clients if they want to drive sustainable growth. For more
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Principals need to focus on exit strategy

Advice businesses principals need to think about succession plans immediately as it could take two to three years to implement. For more

FPA launches deserving consumer campaign

Everyone deserves a CFP, according to a new advertising campaign launched by the Financial Planning Association aimed at reaching over 10 million people. For more
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Deep client relationships needed to succeed

Successful advice businesses are built on genuine concern for people, Mentor Education believes. For more

Active bond funds outperform passive peers

Active bond mutual funds have largely outperformed their median passive peers, PIMCO’s study proved. For more
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Topdocs releases SMSF deed software changes

Legal document provider Topdocs has this week released a new self-managed super fund deed update software. For more

Editorial

Only a jackass would breed a mule

Allowing young Australians to access their super to fund home purchases is tantamount to crossing a quarter-horse with a donkey to deliver a not very pretty mule. For more
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Objectively winding back the ‘significance test’

Mike Taylor writes that when the Government introduced the ‘significance test’ to the AFSL breach reporting regime in 2003 it was seen as sensible moderation but all that might be about to change. For more

Features

Laying estate planning fears to rest

Hope William-Smith looks at how changing family structures and the ageing population have required advisers to upgrade their estate planning expertise and how they are embracing the challenge. For more
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Cross the seas for opportunities

There is consensus in the funds management industry that despite the volatile times, Australian investors must invest in global stocks to grab opportunities beyond minerals and banks, Malavika Santhebennur writes. For more
 
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