FS Advice - 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... Read more

Latest News


FPA, AFA partner on life insurance KANIKA SOOD The key financial advice associations have teamed up for a life insurance taskforce as the industry inches towards ASIC's review of the life insurance framework slated for 2021.	Approved diplomas, bridging courses confirmed JAMIE WILLIAMSON The Financial Adviser Standards and Ethics Authority announced the first raft of current and historical graduate diplomas and bridging courses to be approved by the body.

DomaCom launches senior equity release product ELIZABETH MCARTHUR The ASX-listed investment platform has released a first of its kind senior equity release product for Australia, targeting financial advisers working with clients over 60.	CBA sells advice dealer group JAMIE WILLIAMSON Commonwealth Bank is offloading Count Financial to CountPlus for $2.5 million.

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Cover Story

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More than life

JODIE DOUGLAS
PRINCIPAL
MAD ABOUT LIFE - RISK ADVICE

From car yards to camper trailers, Jodie Douglas' journey to successful financial advice practice owner is like no other. Jamie Williamson writes.

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Expert Feed

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John Dyall

Head of Investment Research

FS Advice

How to really defend your portfolio

No-one in their right mind would invest purely in a single asset class. Most people are invested in what is called a "balanced" portfolio that contains ...

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Mervin Reed

Director

FS Advice

The life insurance industry in Australia is in trouble

The Royal Commission's recommendation that life insurance sales should not be rewarded with a commission or a payment from the product provider to the ...

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John Moran

Partner

FS Advice

From sales culture to profession: What the final report means for the financial advice industry

For financial advisers the winds of change were blowing prior to the establishment of the Royal Commission into Misconduct in the Banking, Superannuation ...

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Chris Chow

Technical Services Manager

FS Advice

Give an inch, take a mile

What have we learned from the final report of the Royal Commission (RC) handed down by Justice Kenneth Hayne? Before the Royal Commission, much of the ...

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Industry Events

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NOV

27-29

FPA Professional Congress returns to Melbourne

►

JUN

20-27

AIOFP 2019 Conference

►

JUL

Advisers Big Day Out Sunshine Coast

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JUL

Advisers Big Day Out Gold Coast

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JUL

Advisers Big Day Out Bendigo

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Your Opinion

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