Sam, 49, and his wife Lisa, 46, were feeling the pressure to provide for future of their four dependent kids, aged between 8 and 15, without sacrificing their current financial position. With a steady annual income between Sam and Lisa of around $370,000, the couple decided to take some risks to better their financial position and invest in the children’s future.
Reflecting on more than three decades in the industry, Platinum Asset Management managing director Kerr Neilson says one of the changes in the industry has the been the erosion of the information advantage ... Watch video
The annual MAX forum places all the movers and shakers in financial services when it comes to sales, marketing and distribution. Find out the recipe of those who are taking the lead. Watch the video n ... Watch video
Tyndall AM's head of fixed income strategy, Roger Bridges, explains that aside from exploiting alpha opportunities within credit markets, a core bond holding should also help dampen some of the risks inherent ... Watch video
ASIC reviews FoFA progress18 September 2014, 12:30pmThe Future of Financial Advice (FoFA) reforms have had little effect on either adviser numbers or the type of financial advice AFS licensees provide, according to the Australian Securities and Investments ... Read more
AFA awards finalists announced16 September 2014, 11:45amThe Association of Financial Advisers (AFA) has named the finalists of the adviser of the year, practice of the year and female excellence in advice awards. Read more