Article Summary
Gregory Cook
Insuring for the future
  |  In Case Study

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.

Read article
VideoBrought to you by
Investment Bonds. Flexible, accessible and tax-effective.
Today, financial advisers are increasingly turning to investment bonds for their clients' wealth accumulation needs. Their increasing popularity is due to the fact that their unique tax structure provides ... Watch video
Anchoring, Extrapolation & Noise: Potential Opportunities for and Risks To The Value Investor
Evidence supporting a value and quality bias: analysing S&P returns against Joel Greenblatt's two factor model Anchoring and its influence on investment thinking. Looking at risk-free rates ... Watch video
Investing Profitably in Global Megatrends
There are many reasons for having exposure to international shares but one of the most compelling is to access powerful global megatrends. These trends will have a fundamental and lasting impact on the ... Watch video
Can offering ethical advice benefit your business?
Over the past 10 years Responsible Investments have outperformed mainstream investments in almost every time period. So it's no wonder that the total volume of sustainable investments is rising fast. Watch video
Giving Your Investors Credit (But Only Where It's Due...)
The property debt asset class is the largest and perhaps the most important in Australia.  In this presentation, we consider property debt as an asset class accessible to retail investors.  We ... Watch video
Finding stability in changing times
The recent volatility and uncertainty in the global and domestic macroeconomic environment is causing concern amongst investors. Philip Parker, Altair's Founder and Chief Investment Officer, discusses ... Watch video
Digital Wealth Management (ask Robo Advice) - MAX 2015
We invite you to watch Maggie Callinan's presentation on Roboadvice at the MAX 2015 forum. In her presentation former senior manager of investment research at Perpetual Private challenged the notion that ... Watch video
Robo-advice to drive down advice fees
26 November 2015, 12:35pm
The proliferation of robo-advice services will likely drive down financial advice fees in general, FinaMetrica co-founder Paul Resnik warned. Read more
AZ NGA acquires sixth practice
26 November 2015, 12:31pm
Paul Barrett's AZ Next Generation Advisory has acquired an advice firm operating under the Commonwealth Bank-owned Financial Wisdom licence. Read more
26 November 2015, 9:38am
Despite the gloomy domestic headlines, indications from which the RBA is directly in charge of - employment and inflation - are not on red alert levels. Read more
Suncorp to drop aligned advice businesses
25 November 2015, 12:34pm
Suncorp Life has announced it will transition out of managing Guardian Advice and Suncorp Financial Planning. Read more
MLC Direct appoints general manager
25 November 2015, 12:31pm
MLC has appointed a new managing director of its Direct business. Read more
Get it
FREE to your inbox, get the FS Advice Newsletter.
Get the Free
iPad app
Download the Financial Standard iPad app for FREE
Financial Standard Chief Economists Forum 2016 - Melbourne
Financial Standard Chief Economists Forum 2015 - Sydney
Adviser Big Day Out Investment Manager Roadshow-Perth
Adviser Big Day Out Investment Manager Roadshow-Adelaide
Adviser Big Day Out Investment Manager Roadshow-Melbourne

$295 (inc GST) for 1 year
1 journal + FREE fortnightly Financial Standard newspaper
Copyright © 1992-2015 Rainmaker Group
All material on this site is subject to copyright. All rights reserved. No part of this material may be reproduced, translated, transmitted, framed or stored in a retrieval system for public or private use without the written permission of the publisher.
Link to something mZ3QuSZ5