How to become an adviser to the mega-rich
Relationships, referrals, networking. It’s all part of successfully becoming a financial planner for the seriously wealthy. But negotiating the right path to a niche of rich clients – the $5 million to $10 million set – takes more than contact-building.
More than half of workers worry about retirement
A survey by HSBC of 15 countries found that 59 per cent of working Australians feel they are not doing enough to prepare themselves for retirement.
Investment firm flexes ETF muscle
US-based Van Eck Global thinks it has identified an opportunity in Australia to launch a range of ETFs on the ASX.
Time to heed FSC advice
More Australians should seek financial advice, so although it may be taxing for the government, financial counsel must be tax deductible.
Play safe with retirement
After decades of saving, baby boomers are hatching their retirement eggs but many are cautious after being stung by the GFC.
Law of averages provides a compelling case for ETFs
Exchange traded funds are a low-cost investment option. In August, a record $300 million flowed into ETFs.
Let’s talk about talking
Too many financial advisers don’t develop the skills to engage and maintain clients, leaving the success of their firm in the hands of a ‘star’ player.
Keep super in the family to reap the rewards
There are many reasons why it is best to keep SMSFs to one generation, but combining children in their parents’ super scheme can have great outcomes.
How AMP Horizons advises the advisers
The AMP Horizons program is helping to produce a new generation of financial advisers. “We’ve learnt a lot along the way,” says Horizons director Amelia Constantinidis.
The fine line between experience and a fresh approach
Cara Graham started in financial services straight out of school; at 25 she now helps clients invest millions. She has already found a couple of market segments she favours.
