Volume 7 Number 1

Volume 7 Issue 1

Superannuation

Financial advice: risky business or critical growth engine

JO-ANNE BLOCH | Comments | THURSDAY, 1 MAR 2012

Many superannuation funds are thinking seriously about whether providing financial advice can help them retain members and improve awareness of the benefits they offer. Mercer believes funds can easily ... Many ... Read more

Financial adviser retirement income planning experiences, strategies, and recommendations

REBECCA KING | Comments | THURSDAY, 1 MAR 2012

Advisers report a continued increase in the percent of their clientele base who are receiving retirement income products, services, or advice from them in the past 12 months. This study also shows an ... Advisers ... Read more

Insurance

Squeezing the lemon: driving insurance profits in the new investment landscape

GRAHAM HARMAN | Comments | THURSDAY, 1 MAR 2012

This paper looks at ways to "squeeze the lemon", and to work your asset portfolio harder. We clarify the mechanisms by which developments in security markets can impact an insurance company; ... This ... Read more

Weathering the storm – The Australian dollar in a post – GFC world

ROGER BRIDGES | Comments | THURSDAY, 1 MAR 2012

The global financial crisis (GFC) may have proved to be a turning point for the Australian economy and the way the Australian dollar (AUD) trades in the future. In this paper, Roger Bridges discusses ... The ... Read more

Applied Financial Planning

Keeping your foot on the outsourcing control pedal

NATHAN TRAVELL | Comments | THURSDAY, 1 MAR 2012

Regulators globally have expressed concerns over how financial institutions that outsource business-critical functions operate their relationships with third-party service providers. This papers weighs ... Regulators ... Read more

Planning for success

Comments | THURSDAY, 1 MAR 2012

This white paper from CoreData talks to industry leaders about the issues facing planners as a result of the FOFA reforms and the likely trends that are emerging including consolidation and the entrance ... This ... Read more

Beyond FOFA - five fault lines shaping the 'real' future of financial advice

JAN KOLBUSZ | Comments | THURSDAY, 1 MAR 2012

This white paper contends that the 'real' future of financial advice will be determined by the way participants in Australia's financial advisory sector react to a number of emerging ... This ... Read more

To downsize or not to downsize?

JADE STACK | Comments | THURSDAY, 1 MAR 2012

Advisers are concerned about providing the best advice for their clients without detrimentally affecting their business revenue. In this article, Stack aims to demonstrate that whilst more calculations ... Advisers ... Read more

Kicking goals

FINNIAN KELLY , SARAH RIEGELHUTH | Comments | THURSDAY, 1 MAR 2012

Nick* went to see financial advisers Sarah Riegelhuth and Finn Kelly after he had been playing AFL professionally for three years. While he had managed to save some money and intended to purchase a property ... Nick* ... Read more

Advice sceptic won over

CHRISTOPHER HEPPINGSTONE | Comments | THURSDAY, 1 MAR 2012

Michael Smith* had a negative experience with the financial planning industry in the 1980's and was extremely sceptical of financial advisers. He had built up a net worth of $1.5 million over the years ... Michael ... Read more

Latest News


IOOF to spend big on BOLR KANIKA SOOD IOOF expects to spend up to $32 million on paying out Buyer of Last Resort arrangements with financial advisers leaving its network, primarily from Bridges Financial Services.	FPA names Gwen Fletcher Memorial Award winner ELIZA BAVIN The Financial Planning Association of Australia (FPA) has named Melbourne-based financial planner Renato Manias as the first 2021 winner of the Gwen Fletcher Memorial Award.

Countdown to FASEA exam deadline ELIZABETH MCARTHUR The Financial Adviser Standards and Ethics Authority (FASEA) has issued a reminder to financial advisers that their time to sit and pass the exam is ticking by.	Vanguard to launch retirement income tool ELIZA BAVIN Vanguard has announced it is launching the Vanguard Retirement Income Builder tool for financial advisers.

Videos

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Cover Story

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No shame in dreaming

VICTORIA DEVINE
MANAGING DIRECTOR
ZELLA WEALTH PTY LTD

The podcast She's on the Money has become a personal finance juggernaut and catapulted its founder and Zella Wealth director Victoria Devine into the public eye. But she doesn't want to make it all about her, instead she's focused on the power of money to change lives. Elizabeth McArthur writes.

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Expert Feed

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Simon Gvalda Recruitment Consultant Kaizen Recruitment Pty Limited	Adrian Martuccio Portfolio Manager Bell Asset Management	John Dyall Head of Investment Research Rainmaker Information	Sean Cookson Vice President and Managing Director - APAC Financial Recovery Technologies
Who owns the clients in an advice business?	Six things to watch this reporting season	What exactly happened with GameStop	Class action settlements may be available to advisers' clients
One of the main questions I am asked by employers when recruiting for financial advisers is, can the adviser bring across clients? While this request ...	With the US election behind us and a considerably more stable political environment expected, it is anticipated that many companies will be more forthcoming ...	At the end of 2020 there was a collective sigh of relief that 2020 was over. For good. Forever. Sorry. If the short squeeze on Gamestop tells us anything ...	For financial advisers, participating in shareholder class actions on behalf of clients may seem an impossibly complex task. However, through technology ...
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