Greetings from the AFA conference

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This is my first of what should be a brief but regular contribution to AdviserVoice, written from the point of view of a practicing self Licensed Adviser.  Naturally other ‘Gurus’... Read more continue reading

Research Houses! All talk but very little value!

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Financial planners continue to question the relevance of research houses, yet we still see little evidence of change in the service offering from research houses to keep pace with the... Read more continue reading

Top Five Questions Investors Ask

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The GFC and subsequent volatility has increased the number of market presentations my team and I have been asked to do for the clients of financial planners. I thought you’d... Read more continue reading

Why advisers have nothing to fear from technology

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At the danger of invoking a collective moan of discontent from all Australian financial advisers, I want to begin this post on the role of technology in your industry by... Read more continue reading

US FPA says financial planning’s future remains uncertain

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Nearly 2500 people from the financial planning community from around the world descended on Denver for the US FPA conference. It covered almost 5 days of education, networking, recognition and... Read more continue reading

BOQ selects CMC Markets Stockbroking to provide online share trading service

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Over 600,000 BOQ customers set to benefit from new user-friendly trading platform with highly competitive brokerage rates The new relationship strengthens CMC Markets Stockbroking partnership growth strategy BOQ has today... Read more continue reading

Financial planning in Australia: a bright future

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Financial planners have been the recipients of an inordinate amount of ‘broad brush’ criticism over the last few years – some justified, some not so. Consumer surveys seem to regularly,... Read more continue reading

Maximising the value of your business

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As we are regularly reminded by the media, we are entering a period of unparalleled intergenerational wealth transfer as the baby-boomer generation reaches retirement age. It’s also a period where... Read more continue reading

2010 – How ‘healthy’ are Australian practices?

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As Australia’s baby boomers move inexorably towards their retirement, many will turn to their financial adviser for help and guidance. How much will they need to fund their retirement? What... Read more continue reading

Businesses taking off in a competitive market

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“The timing is right, the market is hungry for change and we will now change the game…” These could be the words of the big players NAB, AXA, AMP or... Read more continue reading