Insurance TREVOR HARRIS | THURSDAY, 10 JUL 2014 This court case is something all risk writers and financial planners should acquaint themselves with. The human story behind the case also appeared on the ABC program 'Four Corners' on 5th May 2014 in a joint investigation with Fairfax Media ... Read more Communications & Marketing TREVOR HARRIS | THURSDAY, 10 JUL 2014 This court case is something all risk writers and financial planners should acquaint themselves with. The human story behind the case also appeared on the ABC program 'Four Corners' on 5th May 2014 in a joint investigation with Fairfax Media ... Read more MARTIN BRECKON | THURSDAY, 11 DEC 2014 In a post FoFA world, the philosophy of best interest duties has become a part of doing business. though we can make a recommendation to hold life insurance cover in super, what really matters is the structure and justification for the recommendatio ... Read more  DARREN STEVENS | THURSDAY, 11 DEC 2014 While the life insurance industry continues to experience growth, there is an inherent fragility in a sector being weighed down by its legacy business. A complex web of antiquated technology systems bows each time a new product is brought to market ... Read more NEIL O'GRADY , ADELINA LALIC | THURSDAY, 11 DEC 2014 The main reason why consumers have not engaged with financial planners is a lack of understanding and appreciation of the true benefits of financial planning. Consumers are not aware of the full range of services that are offered by financial planners ... Read more Investment RICHARD DUNKERLEY | THURSDAY, 11 DEC 2014 Research conducted by the Aite Group1, in the US, found that only 30% percent of wealth management businesses regard the client onboarding process as an opportunity to create competitive differentiation. Read more BRETT SANDERS , MATHEW BIRCH , RHONDA LEE QUAN | THURSDAY, 11 DEC 2014 Managed accounts have been accelerating in popularity in the past few years with funds under management (FUM) estimated at over $15 billion and there is much industry anticipation that their rate of growth will accelerate further. Read more JONATHAN SHEAD | THURSDAY, 11 DEC 2014 While international investments have the potential to deliver real benefits, they are also exposed to currency fluctuations. Currency can turn a loss into a profit - or vice versa. Fortunately, with the right strategy, you can not only manage currency ... Read more Superannuation  CRAIG MCCULLOCH | THURSDAY, 11 DEC 2014 Perhaps the most obvious question to ask for any client considering the Age Pension is "how much is the Age Pension worth?" As described in our introductory paper, assigning a value to the Age Pension is difficult and depends on a range of ... Read more MICHAEL HARKIN | THURSDAY, 11 DEC 2014 Changes in the Australian Taxation Office's (ATO) interpretation of the treatment of income derived by investments made with borrowed funds means trustees and their advisers need to consider benchmarking related party loans to enable 'commerciality' ... Read more Taxation & Estate Planning ANNA HACKER | THURSDAY, 11 DEC 2014 Estate planning is not just the preserve of the elderly or the sick. Every Australian, regardless of their age or health, should consider an estate plan that takes into account their assets and family situation. Read more |
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The firm aims to navigate Australian companies through the complex landscape of investor expectations and corporate governance, it said.
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The Financial Advice Association Australia (FAAA) unveiled the finalists for this year's awards as it recognises members who exhibit the highest standards and professionalism.
Managed account FUM passes $200bn
The amount of money held in managed accounts surpassed $205 billion in the first half of the year.
Charges dropped against Macquarie adviser
Charges against a former Macquarie financial adviser, including five counts of fraud, have been dropped.
Cover Story
Helping hand
FINN DORNEY
PRINCIPAL PRIVATE WEALTH ADVISER
SHADFORTH FINANCIAL GROUP LIMITED
PRINCIPAL PRIVATE WEALTH ADVISER
SHADFORTH FINANCIAL GROUP LIMITED
Whether it's giving back to the local community or empowering children with financial literacy, Shadforth Financial Group private wealth adviser Finn Dorney proves why the innate nature of financial advisers is essentially to help others. Karren Vergara writes.
Expert Feed
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