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

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

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

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

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

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


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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Cover Story

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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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OCT

Best Practice Series: Retirement Income Forum

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NOV

27-29

FPA Congress early bird rate ends 31 Aug

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Challenger Financial Standard Technical Services Forum

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NOV

Rainmaker SelectingSuper Awards 2019

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