Ethics & Governance DAN RICHARDS | THURSDAY, 11 DEC 2014 Few things are more frustrating than investing the time to network with prospective clients without any results to show for your efforts. But there is good news: a few simple steps to rethink your expectations and change your approach can dramatically ... Read more MIKE SIKAR | THURSDAY, 11 DEC 2014 Not knowing what to do with a large inheritance a few years ago, thirty-something Sydney executive John Smith decided to play it safe by simply putting it in the bank. Given the state of the share market at the time, parking the money in cash wasn't ... Read more  ELEANOR DARTNALL | THURSDAY, 11 DEC 2014 2014 Association of Financial Advisers Adviser of the Year and Dartnall Advisers principal Eleanor Dartnall discusses the importance of educating your clients. Read more MARTIN BRECKON | THURSDAY, 11 DEC 2014 In a post-FoFA world, it has never been more important for financial advisers to understand and ensure they meet the prescribed best interests duty for their clients. Read more  JULIE MCKAY | THURSDAY, 11 DEC 2014 Leverage, specifically borrowing to invest, is often viewed in terms of its features, the potential to magnify gains and deductibility of interest. Of those who appreciate the benefits of gearing in a wealth accumulation strategy, many still tag margin ... Read more DAVID HEATHER | TUESDAY, 3 NOV 2015 It wasn't that long ago that financial services was all about specialisation. Read more  DARREN STEVENS | TUESDAY, 3 NOV 2015 In this paper we outline current global trends in wealth management platforms and identify key future social and technology trends that are going to radically transform the industry over the next five to 10 years. Are the business plans, models and ... Read more JOHN PRICE | TUESDAY, 3 NOV 2015 I've been at ASIC since around the time when financial institutions - including credit unions, building societies and friendly societies - transferred from the previous state supervisory regimes to Commonwealth regulation and supervision. Read more  NETWEALTH INVESTMENTS | TUESDAY, 3 NOV 2015 A Managed Account can solve a number of practice inefficiencies for those licensees that are willing to spend time working through compliance, structure and due-diligence processes. Read more IOOF TECHNICAL SERVICES | TUESDAY, 3 NOV 2015 On October 20, 2015, the Government's response to the Financial Systems Inquiry (FSI) was released by the Treasurer, Scott Morrison and Assistant Treasurer, Kelly O'Dwyer. The Government's response had originally been scheduled for release ... Read more COUNT FINANCIAL | TUESDAY, 3 NOV 2015 For accountants who add financial advice to their offering, working out the best way to price their advice can be daunting. We spoke to Hayden Lewis from Cox Partners about his firm's pricing model. Read more Superannuation  DOUG MCBIRNIE , JIM HENNINGTON | THURSDAY, 11 DEC 2014 Life expectancy is a statistical indication of how long a person may live as opposed to an estimate of how long they will live. It is typically based on their year of birth, current age and gender. The most commonly used measure of life expectancy is ... Read more PAUL RESNIK , PETER WORCESTER | THURSDAY, 11 DEC 2014 Discussions of sequence or series risk regularly appear in the specialist financial media, and are increasingly appearing in the general press. In simple terms, fear of sequence risk drives investors to take equity and risky asset exposures out of their ... Read more DAMIEN SHERMAN | THURSDAY, 11 DEC 2014 Many Australians choose self-managed super funds (SMSFs) because of the extra control and flexibility an SMSF can give them in saving for their retirement. That extra control doesn't just relate to the types of investments they choose, but also ... Read more Taxation & Estate Planning IOOF TECHNICAL SERVICES | THURSDAY, 11 DEC 2014 You're invited to a meeting with an accountant to talk about a client's entitlement to tax relief under the small business capital gains tax (CGT) concessions. Knowing you can't provide tax advice, the accountant wants your input on two ... Read more FRANK MULCAHY | TUESDAY, 3 NOV 2015 Being a UK expatriate in Australia means that there is an additional layer of complexity in managing your financial planning, no matter how long since you lived in the UK. This White Paper discusses the key financial planning issues of Tax, Investments ... Read more  RAEWYN WILLIAMS | TUESDAY, 3 NOV 2015 Investing with an after-tax focus is an idea whose time has come. But every idea is only as good as its implementation, and superannuation funds are now facing the important question of who can help. Read more Insurance REBECCA SHEILS , ADAM TUCKER | THURSDAY, 11 DEC 2014 For advice to be truly effective, advisers must become proficient at identifying which segment their clients fall into and then know how to deliver on the unique needs of each segment. Read more DARREN O'CONNELL | TUESDAY, 3 NOV 2015 This edition of the Suncorp Group's Insurance Insights white paper series will argue that human judgement and intuition is still as important as it ever has been in driving positive underwriting results and profitable growth. However, the influence ... Read more Retirement NAB ASSET MANAGEMENT | THURSDAY, 11 DEC 2014 When it comes to retirement, Australians have their sights set on a lifestyle outcome. However, the challenge for the advice industry is building retirees' knowledge of the wealth they need to achieve it. With such a strong focus on the accumulation ... Read more ANDREW ALCOCK | TUESDAY, 3 NOV 2015 Age does make a difference when it comes to investing. Baby Boomers, Generation X and Generation Y have diverse investment needs, depending on what stage of life they are in. Managed portfolios are an attractive investment for all generations - as Andrew ... Read more Investment WAI-YEE CHEN | TUESDAY, 3 NOV 2015 The instinct to protect ourselves from harm is instinctual. But we do make conscious decisions to go against this instinct, in pursuit of something else. The adrenalin rush, the sense of achievement, to save lives, to have more; these other instincts ... Read more DARREN STEVENS | TUESDAY, 3 NOV 2015 Escalating social and demographic changes to the traditional client base, together with the unabated adoption of digital delivery, are transforming the provision of next generation platforms, products, services and advice across the Australian wealth ... Read more ROBECOSAM PRIVATE EQUITY | TUESDAY, 3 NOV 2015 Impact investing is a global phenomenon, gaining momentum and focus around the world. A number of international initiatives have emerged to trigger the development of impact investing globally and locally. Read more |
Latest News
South Australian financial adviser slapped with seven-year ban
South Australian financial adviser Bruce Davis has been banned for seven years by ASIC.
Millions of Aussies want episodic advice: Research
More than 10 million Australian adults are set to seek financial advice, with more than half wanting access to a more flexible offering, a new report from Investment Trends reveals.
Treasury gives Tranche 2 reform package preview
The government has provided clarity on the second tranche of the Delivering Better Financial Outcomes reforms, offering more detail around what's included and confirming the remit of its 'new class of adviser.'
Netwealth celebrates $100bn amid 25th anniversary
Netwealth has marked 25 years in business by crossing $100 billion in funds under administration (FUA) on its platform.
Further Reading
Cover Story
FS Power50: Stay open-minded and learn from others
AMANDA RAGKOUSIS
SENIOR FINANCIAL ADVISER
VIRIDIAN ADVISORY PTY LTD
SENIOR FINANCIAL ADVISER
VIRIDIAN ADVISORY PTY LTD
This year's Power50 is a broad mix of familiar and fresh faces, all doing their bit for their clients, their community, and their colleagues, as selected by their peers. Viridian Advisory senior financial adviser Amanda Ragkousis is committed to nurturing a culture of continuous learning and growth in the financial realm.
Expert Feed
Redefining Pathways: What financial planning can learn from accounting's bold move
When I traded my Chartered Accountant hat for a career in financial planning, I didn't just switch professions - I gained a new perspective on the evolving ...
'Chameleon ETFs': Still groundbreaking and here to stay?
It was coined as a 'gamechanger' - an ETF that can be bought and sold on the ASX or Cboe Australia but that can also be applied for, and redeemed, directly ...
Now is the time to be brave
Recently, the first Delivering Better Financial Outcomes bill passed in both the Senate and the House of Representatives, marking a significant step forward ...
Why philanthropy is an important conversation advisers should have with clients
Financial advisers are in the box seat to assist clients with their philanthropy, yet a lot still don't raise the topic with clients.
