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


Global institute launches free expat advice resources KARREN VERGARA A global institute is opening its membership and resources for free to financial advisers who want to service Australian expatriates.	AMP trims platform fees KANIKA SOOD AMP Australia is reducing fees on its platforms, in a bid to attract more clients.

Research aims to solve cash conundrum ELIZABETH MCARTHUR With record-low interest rates set to stay in place for some time, Allianz Retire+ has released new research looking at how best to solve the cash conundrum.	Former adviser cops eight-year ban KARREN VERGARA A former ANZ and Infocus Securities financial adviser has been banned for eight years after ASIC found evidence of forgery and falsifying documents.

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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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Judith Beck Author Admin Special Accounts	Simon Gvalda Senior Recruitment Consultant Kaizen Recruitment Pty Limited	Sarah Penn Director Mayflower Consulting Pty Ltd	Phil Anderson General Manager Policy & Professionalism Association of Financial Advisers
Why women lack mentors	Who owns the clients in an advice business?	Don't follow the pack on TMDs	Best political speech in two years
Do you want to know why men are elevated to the top jobs in higher numbers than women? Do you think it is because women are discriminated against? You ...	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 ...	Learn why the safety in numbers approach won't help you reach the October 5 deadline for workable target market determinations It's not said out loud ...	In the debate on the Hayne Royal Commission Response Bill 2020 (on annual renewal) in the Senate on 25 February 2021, there was one speech that stood ...
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