Advice and the older worker
Around the world workers are putting off retirement. If the same happens here, the lump of baby boomers might not be so hard on the system. But some workers whose retirement savings are creeping incrementally higher as they work past 65 may decide they don’t need to seek advice at all.
Profits test product bias theory
The theory that advice firms licensed to the majors are wedded to sticky products ignores the high cost of running a giant.
Early advice key for expats
There’s more to a foreign posting for your clients than just hopping on a plane to work in another country.
Static strategies risk whiplash
The inaugural session of the Association of Real Return Investment Advisers set the focus on developing real return strategies.
Advisers neglect forward view
If advisers talked to clients about the lives they plan for retirement, rather than past returns, the advice process would be more profitable for everyone.
Advice for star-crossed investors
Women are less tolerant of risk than men, and this difference can lead to conflict within couples about both how to invest and spend.
Let advisers get on with the job: IOOF chief
IOOF chief Chris Kelaher is buoyed by an imminent deal to buy Shadforth Financial Group but wearied by politics.
Top five skills to keep clients satisfied
The percentage of consumers engaging the services of a financial planner is in decline. Why are needs not being met?
How to find your adviser niche
It can pay to offer a broader range of services to a narrow segment of consumers, but how do you do it?
Policy sows seeds of perception and reaps mistrust
The proposed amendments to FoFA, at an industry level, just can’t come quickly enough.
