JO-ANNE BLOCH | 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 and costeffectively provide simple advice that ... Read more
REBECCA KING | 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 increase in the average percent of the clientele ... Read more
Applied Financial Planning
| 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 of accountants and lawyers into the advice spa ... Read more
NATHAN TRAVELL | 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 up the benefits of outsourcing relationships in ... Read more
JAN KOLBUSZ | 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 industry fault lines, some of which have laid latent and pre-date ... Read more
JADE STACK | 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 and time are spent, this can make a significant ... Read more
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, he had no other assets or even a budget and ... Read more
CHRISTOPHER HEPPINGSTONE | 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, but had avoided holistic advice and was not convinced ... Read more
GRAHAM HARMAN | 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; identify which variables are within management control, versus ... Read more
ROGER BRIDGES | 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 behaviour of the AUD in the decades leading up ... Read more
Following industry feedback, Allianz Retire+ has made some updates to the Allianz Guaranteed Income for Life (AGILE) product it launched earlier this year.
Longevity risk, a greying population, and the proliferation of retirement income products are forcing financial advisers to be better equipped in navigating a landscape that is becoming increasingly more complex, an industry expert says.
After receiving Royal Assent on November 27, ASIC is urging all financial advisers who service retail clients to register before the 1 February 2024 final deadline.
Young Australian women are reporting lower financial literacy levels and are at greater risk of financial hardship, according to new NAB research.
SENIOR FINANCIAL PLANNER
WEALTHWISE PTY LTD
SENIOR FINANCIAL PLANNER
WEALTHWISE PTY LTD
Smashing glass ceilings takes courage, grit, and strength. Wealthwise senior financial planner Manisha Bhudia tells Karren Vergara how she broke numerous barriers to help empower others, particularly women, lead financially confident and fulfilling lives.
The fate of Australia's robo-advisers hangs in limbo as the triple threat of spooked investors, lackadaisical client interest, and regulatory strangulation ...
It's a scary reality that cyber breaches are becoming more and more common.