Recent research suggests financial planning firms with revenue-based incentives for their staff nearly tripled their revenue growth compared to firms with merit-based bonuses. Your staff may impact the planning firm's revenue far more than you realise - here are six ways they absolutely impact the revenue of your firm...
If you're not excited about the work you do, you can't expect your team and your clients to be. Here are three different approaches that can help you restore your energy and excitement level...
This Academy Seminar debates the following three topics in a Socratic learning environment: Investment fables III - Value; What does financial success look like in retirement; and, Turning micro China observations into macro insights.
HMRC knocks 41 New Zealand QROPS off its list. Planning practices worth 2-3 times recurring revenue. Call to ditch KiwiSaver defaults. NZ and Australian corporate defaults fall. Advisers using social media. FMA does better second time around on disclosure guidance.
Is gold a good means of diversification? Is it a hedge against inflation and currency depreciation? Or is the last decade an anomaly?
Mssrs Henry, Murray and Tanner are successful in their fields. But none has a background in financial planning or investment management. It shows.
Despite the decision by the US Fed to postpone another round of quantitative easing, two questions remain unanswered as to the appropriateness of QE...
Key themes playing out in the market at present include the ECB's LTRO, ongoing recovery in the USA, the rise of the Eastern consumer and a secular move to e-commerce and electronic payments...
Last week, I visited Shanghai and Beijing. The most intriguing insight relates to the longer term sustainability of China’s economic growth model.
Advisers could grow their client bases much more quickly if they could eliminate the bad habit of asking their clients for referrals...
In this second feature in our series, financialalert spoke with a major fixed income provider, an Authorised Financial Adviser assessor, various AFAs and our own publisher about how advisers should consider the use of debt in portfolios...
SFO launches further investigation into NZF Finance; Home loan affordability near its best in 7 years; NZACU partners with Fisher Funds; Quick check formula for retirement savings; and Kiwis' net wealth increasing...
Geoff Davey has an international reputation as a risk tolerance expert. He discusses the role of risk tolerance and where regulation may be headed.
Woody is one of the world's leading economic thinkers. He view is that China is the worst case of currency manipulation in history.
The way investment advisers think about debt within portfolios has changed over recent years given the demise of finance companies and of the ING CDO/CLO fund failures. In the first of a two-part feature, financialalert asked advisers and product providers what debt instruments should feature in portfolios, and what role they should play...
FSC launched, three clear aims; Australian regulator to ramp up wrap regs; FMA consults on disclosure in offer docs; Research underway cost of 'comfortable' retirement; NZ major banks' outlook 'benign'; Rating released on NZ Association of Credit Unions...
Fees and levies on advisers under the new regulatory environment were due to be established in May 2010. But nearly two years on, advisers still don't know how much they'll be paying. We asked the Ministry of Economic Development for an update...
While we tend to focus on sharp market crashes, sudden declines that recover quickly within just a year or few are not necessarily problematic. What is far more destructive are extended periods of mediocre returns...
Communicating with clients in an effective and economical way can be tricky - especially when the news might not be crash hot. financialalert spoke with communications experts working with advisers on both sides of the Tasman about the frequency, content and types of contact advisers should be having, and the growing use of social media...
Analysis of Lombard v Nathans; Lonsec to launch quant analytics tool; Partners Life appoints Knowles; AIA grows market share; Home affordability continues to improve...