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Current Edition Volume 7 Number 1 Subscribe to FS Advice Events Calendar May 21 - 4h Global Dialogue 21 - AMP Expo 2012 23 - AMP Expo 2012 28 - Unit Pricing Forum 2012 Jun 06 - The Australian Executive Womens Leadership Symposium FSiTV Financial Standard iPad app Research Platform Report Hedge Funds Mandate Chaser Roundup Advantage Benchmarking Contact Us	Blogs Budget 2012: fight or adapt? By Christopher Page \| 0 Comments Wednesday, 2 May 2012 10:44am The outcry against the budget move to reduce the concession on superannuation contributions tax for people with taxable incomes above $300,000 shows how for these investors super has been oversold and ... Read more FOFA's all done, now back to work By Christopher Page \| 0 Comments Tuesday, 3 April 2012 1:33pm Well that was over quicker than I thought. Months of lead up, industry and political wrangling and warnings of impasses that would freeze the FOFA reforms in its tracks came to naught with speculation ... Read more Simplifying investment strategies By Christopher Page \| 0 Comments Tuesday, 6 March 2012 11:11am No wonder investors are confused. Almost every week they are told in investment newsletters to hold course and wait for the recovery while at the same time they are told to dial down their equities exposure ... Read more Adviser leadership needed to beat tough issues By Christopher Page \| 0 Comments Wednesday, 8 February 2012 1:22pm The new year is already well under way and we are into the second month as if Christmas and New Year was a fleeting momentary dream. Without skipping a beat we went from the regulatory upheaval of 2011 ... Read more Change is in the air By Christopher Page \| 0 Comments Tuesday, 17 January 2012 2:38pm The year of 2012 looks set to be the year that change comes to town. On a global scale we have the impending crisis in Europe, questions over the stability in the US in an election year and the slowing ... Read more New Year's focus By Christopher Page \| 0 Comments Tuesday, 6 December 2011 9:06am Welcome to the final FS Advice newsletter for 2011, a year that saw the relaunch of the FS Advice brand and of the popular adviser case study series while addressing the biggest issues in financial advice. First ... Read more Shifting ground By Christopher Page \| 0 Comments Tuesday, 15 November 2011 4:59pm This month a few business deals have rocked the sector, including DKN Financial Group's executive staff jumping ship to head up a brand new advice unit at BT Financial Group. On November 7, former DKN ... Read more Waiting in the wings By Christopher Page \| 0 Comments Monday, 17 October 2011 12:47pm Onerous compliance may be huffing and puffing away at the very pillars of advice but new research shows the future of the industry couldn't be brighter. According to Midwinter research, dealer groups are ... Read more Social media advisers the new 'vogue' By Christopher Page \| 2 Comments Thursday, 1 September 2011 3:47pm Financial advice and the world of social media are slowly connecting as advisers find themselves facing new opportunities and pitfalls in this space. In the US, a social media program is training advisers ... Read more Planning to bridge the aged care gap By Christopher Page \| 3 Comments Thursday, 4 August 2011 12:55pm Australia's ageing population is about to explode. Currently the ratio of working Australians to those retired is 5 to 1 and by 2050 it will be 2 to 1. The proportion of the population paying tax will ... Read more Eye on the ball By Christopher Page \| 3 Comments Friday, 8 July 2011 1:42pm Financial planning is at its best as a premium service, judging from a recent case study featured in the Australian Journal of Financial Planning. This month's Case Study showcases how a planner's financial ... Read more Shot by Oakeshott By Christopher Page \| 5 Comments Wednesday, 1 June 2011 3:42pm Government aligned independent Rob Oakeshott appearing to shy away from backing parts of the FOFA reforms shows yet again the folly of the financial services sector assuming the proposed reforms are fait ... Read more Dealer group business models purring on the catwalk By Christopher Page \| 0 Comments Tuesday, 24 May 2011 3:59pm Online advice can't be all bad if the FPA is hosting free online Q&A advice chat lines as part of Financial Planning Week. It might not be fully implemented scalable advice but it does show how easy ... Read more Professionalism's greatest test, or exam By Christopher Page \| 4 Comments Friday, 8 April 2011 3:34pm Financial advisers and their associations have been lobbying hard to be treated as professionals and it seems ASIC has heeded their advice with a consultation paper that, if implemented, will introduce ... Read more Rethinking insurance By Christopher Page \| 3 Comments Thursday, 17 March 2011 3:51pm For all the talk and endless inquiries about underinsurance it's a little surprising that the Productivity Commission's report recommending the government establish twin social insurance schemes has stirred ... Read more Gerry was our Christmas present By Christopher Page \| 3 Comments Wednesday, 19 January 2011 2:03pm The retail sector made a big mistake over Christmas New Year in their luddite special pleadings to unwind the internet and attack consumers looking for the best deals. Wealth managers should take note ... Read more Fewer SMSFs, in your dreams By Christopher Page \| 2 Comments Tuesday, 7 December 2010 2:32pm Another day another superannuation report about something vitally important, and this time it's a forecast that the number of self-managed super funds will fall away. The latest reason behind their imminent ... Read more Redesigning advisers into 'choice architects' By Christopher Page \| 4 Comments Wednesday, 3 November 2010 2:16pm Research showing that consumers think financial advice should cost only $300 means advisers need to urgently recast their role, with reframing themselves into 'choice architects' perhaps one way to do ... Read more In association we trust By Christopher Page \| 4 Comments Thursday, 7 October 2010 1:16pm Financial advisers in Australia frustrated by their associations despite there never having been so many of them should look at the Financial Planning Association in the US. Sustained media campaigns explaining ... Read more Advisers don't need a hospital pass By Christopher Page \| 10 Comments Tuesday, 14 September 2010 4:09pm Two decades ago Australia's Medicare planners had the brilliant idea of limiting the number of Medicare registrations for new doctors as a way to hold down doctor payments and save money. Universities ... Read more Advice. Isn't it already tax deductible? By Christopher Page \| 0 Comments Monday, 9 August 2010 6:57pm It's tax time again and with it are the usual voices calling for financial advice to become tax deductible. Trouble is, isn't it already? The adviser just needs to link the advice to earning and protecting ... Read more Yeah, yeah, whatever By Christopher Page \| 0 Comments Monday, 5 July 2010 11:22am Financial planners wanting to scare their clients don't need to talk about underinsurance or the chances their retirement savings will run out. No, all they need to talk about is the multitude of property ... Read more Over already? By Christopher Page \| 0 Comments Friday, 4 June 2010 2:31pm Before the legislation to enact the government's announced advice reforms has even been written, it appears they are being watered down. News reports are bubbling around that minister Chris Bowen is signaling ... Read more Sifting through the submissions sludge By Christopher Page \| 0 Comments Monday, 22 February 2010 3:19pm Another day another government inquiry and yet another submission to add to the noise and confusion already in play.Will we never learn that clever research papers espoused by well meaning but isolated ... Read more Investments come first By Christopher Page \| 0 Comments Tuesday, 23 June 2009 2:31pm With all the dramas over regulatory reviews, parliamentary inquiries, association politics and their edicts over remuneration and now superannuation "charters", you could be forgiven for forgetting that ... Read more
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