Volume 13 Number 1

Volume 13 Issue 1

Investment

JEFFREY ROSENBERG | Comments | FRIDAY, 9 FEB 2018

Cold winter weather provides some inspiration for the lead theme for the 2018 fixed income outlook: fuel for (over)heating. The heat of global economic acceleration may lead to this narrative gaining ... Cold ... Read more

Three ways to win

ANDREW MACKEN | Comments | THURSDAY, 15 FEB 2018

When Leonardo da Vinci was sketching out his design for one of the earliest parachutes in the year 1483, he no doubt understood the consequences of such a device failing. It would not have taken Leonardo ... When ... Read more

A fork in the road

ROGER MONTGOMERY | Comments | FRIDAY, 4 MAY 2018

We are value investors for many reasons, one of which is that establishing an estimated intrinsic value provides an anchor or a solid point of reference from which the turbulence of markets can be viewed ... We ... Read more

Insurance

Life insurance in Australia

NOBLEOAK LIFE INSURANCE | Comments | FRIDAY, 23 FEB 2018

For the second year running, NobleOak has commissioned research to identify customer trends and behaviour in the life insurance and wider financial services industries. Surveying over 1,000 Australians ... For ... Read more

Life insurance in Australia (Part 2)

NOBLEOAK LIFE INSURANCE | Comments | FRIDAY, 2 MAR 2018

The traditional decision making models of 'needs awareness', 'information search', through to the 'purchase decision' is fast becoming outdated in the new era of digital consumption. The ... Read more

Superannuation

The First Home Super Saver Scheme

CHRISTOPHER CHOW | Comments | FRIDAY, 16 MAR 2018

The First Home Super Saver (FHSS) Scheme aims to reduce pressure on housing affordability by enabling first home savers to make voluntary concessional and/or non-concessional contributions into super ... The ... Read more

Applied Financial Planning

Total superannuation balance milestones

JOSEPH CHEUNG , WILLIAM FETTES | Comments | FRIDAY, 11 MAY 2018

The total superannuation balance (TSB) is one of the most important new concepts introduced as part of the major superannuation reforms that broadly came into effect on 1 July 2017. Many superannuation ... The ... Read more

Latest News


Former adviser cops 12 years in jail HARRISON WORLEY A former Brisbane financial adviser will serve at least six years behind bars, after being found guilty of six charges of dishonestly causing detriment to clients to the tune of $5.9 million.	Dealer group shuts after advisers depart KANIKA SOOD A dealer group boss decided to close down its Australian Financial Services License after finding it hard to restock advisers with the FASEA education requirements.

ASIC nudges robo-adviser to shutter ELIZABETH MCARTHUR A digital advice firm has voluntarily shut down two robo-advice tools after ASIC raised concerns.	CountPlus firm acquires advice boutique HARRISON WORLEY A member of the CountPlus network has acquired a boutique financial planning practice.

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Listen to the new wave

GLEN JAMES
SENIOR FINANCIAL ADVISER
IDENTITY MCINTYRE FINANCIAL GROUP

From starting his own business at the tender age of 25 to cutting through the saturated podcast market - nothing is holding Glen James back, and he kind of knows it. Elizabeth McArthur writes.

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Expert Feed

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Katie Johnston Senior Associate The Fold Legal	Sarah Penn Director Mayflower Consulting Pty Ltd	Phil Anderson General Manager Policy & Professionalism Association of Financial Advisers	Eugene Ardino Chief Executive Officer Lifespan Financial Planning
BOLRS aren't a sure thing	Who should REALLY see a financial planner?	Access, affordability are collateral damage	Government should increase access to advice, not reduce it
The challenges for AMP advisers with their buyer of last resort arrangements (BOLRs) has dominated the headlines. Many other advisers have BOLR arrangements ...	Of the 120,000 or so people who work in wealth management in Australia, only 20,000 are financial planners. Most of the other 100,000 work for product ...	Anyone who has worked closely with financial advisers, knows that they are an enthusiastic and energetic group who are great with people and optimistic ...	The release of ASIC's Report 627 Financial advice: What consumers really think, highlighted that among Australians who have received professional ...
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Industry Events

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Rainmaker SelectingSuper Awards 2019

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