FS Advice - Volume 6 Number 3

Volume 6 Issue 3

Insurance

RICHARD KLIPIN | Comments | THURSDAY, 17 NOV 2011

The focus of the Risking Everything research, conducted by CoreData on behalf of the Association of Financial Advisers, is to investigate in a more ... Read more

Economic cycles, financial shocks and life insurance

YONG JIAN KHOO | Comments | THURSDAY, 17 NOV 2011

Life insurance serves various purposes, such as mitigating the financial impact of adverse events such as death or disablement; providing a means of ... Read more

Superannuation

Guide to aged care

TONY NGUYEN | Comments | THURSDAY, 17 NOV 2011

It is important for financial advisers to understand not only the financial and social security impacts of residential aged care facilities and ... Read more

Longevity risk: the risk of ruin

MATTHEW DAVIS | Comments | THURSDAY, 17 NOV 2011

To protect and grow the wealth of their clients, financial planners must make significant changes to their traditional approach to portfolio ... Read more

Applied Financial Planning

Australian accounting firms move into the Cloud to administer SMSFs

WOLF SCHUMACHER | Comments | THURSDAY, 17 NOV 2011

This article provides an introduction into the fast developing world of cloud computing for accounting and advice firms, and particularly for those ... Read more

The presenting issue - duty of care

LINDSAY STODDART | Comments | THURSDAY, 17 NOV 2011

Today, in the financial planning and accounting world, many of our duties will be compliance duties or statutory duties. However, duty of care issues ... Read more

Latest News


Frydenberg flags new advice disciplinary system HARRISON WORLEY A new disciplinary system for financial advisers with a central disciplinary body headlines the government's Royal Commission implementation roadmap released today.	AMP advice lead rejects AMPFPA claims JAMIE WILLIAMSON The head of AMP's advice business has rebuffed claims the group failed to meet its legal obligations to advisers in announcing changes to its Buyer of Last Resort terms, saying the AMP Financial Planning Association was informed ahead of time and adviser feedback was sought in shaping the new strategy.

Netwealth FUA, adviser numbers rise KARREN VERGARA A number of financial advisers who flocked to wealth management institutions for Netwealth as a result of the banking Royal Commission have helped boost the platform's funds under administration by 30% to $23.3 billion.	ASIC bans adviser again HARRISON WORLEY A financial adviser previously banned by ASIC has found himself in hot water again.

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Cover Story

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From the ground up

SUSANNE DAHN
EXECUTIVE DIRECTOR
PITCHER PARTNERS INVESTMENT SERVICES PTY LTD

In the late 1990s, Sue Dahn marched into a mid-tier accounting practice and did the unthinkable; taking a blank canvas and transforming it into a $5 billion wealth management business. Jamie Williamson writes.

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Expert Feed

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Katie Johnston

Senior Associate

FS Advice

Warranties and indemnities in the sale of financial advice portfolios

The sale of financial advice portfolios is on the rise and both buyers and sellers are finding new ways to allocate risk. In this post, we put the current ...

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Barry Daniels

Director

FS Advice

The other casualties of advice industry reform

Whilst the enormity of mental health consequences has rarely received a second thought by legislators as they vehemently imposed non-stop change on the ...

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Ben Moffatt

Financial Planner

FS Advice

An auditor's view of conflicted advice

"But why should conflicts of interest be a problem? People should simply be able to declare their conflicts of interest and make their decisions in accord ...

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Tony Stephens

Author

FS Advice

The care factor

A good friend of mine lost his son to cancer not long ago, something no parent should ever have to experience. Even though this would have been one of ...

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Industry Events

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AUG

28-30

united. AFA Conference 19

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SEP

Best Practice Series: Managed Accounts Forum

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SEP

10-13

4th Women in Super & Wealth Management Leadership Summit

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SEP

25-26

ORM 2019: Investment Operations Rick Management Forum

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OCT

Best Practice Series: Retirement Income Forum

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