FS Advice - Volume 3 Number 1

Volume 3 Issue 1

Insurance

MARC FABRIS | Comments | TUESDAY, 1 JAN 2008

Ask the average small business owner whether they insure their key people and they'll probably look at you blankly. That's because less than ... Read more

Applied Financial Planning

Re-inventing financial planning

ROBERT BROWN | Comments | TUESDAY, 1 JAN 2008

Reinventing financial planning was commissioned by the Institute of Chartered Accountants (in Australia) in March 2007 to examine future directions for ... Read more

Financing succession - Funding your equity stake

MALCOLM ARNOLD | Comments | TUESDAY, 1 JAN 2008

Whether you're a Generation X or Y financial planner or a current financial planning business owner, a great deal of planning is required in order ... Read more

Values based advice: How to create a living legacy

ROBERT MUSGRAVE | Comments | TUESDAY, 1 JAN 2008

Over the next 40 years, but predominately the next 30 years, Australians will experience the greatest intergenerational transfer of wealth ever known. ... Read more

New thinking needed for the workplace in the 'war for talent'

LARRY GOULD | Comments | TUESDAY, 1 JAN 2008

Australian businesses and financial advisory firms in particular face the most radical transformation in leadership and work practices in decades as ... Read more

Secrets to creating great referral relationships: Part 1

DANI PEER | Comments | TUESDAY, 1 JAN 2008

There is no formula for a successful referral relationship in the nascent science of practice management. This is because the "X" factor plays ... Read more

Developing an operating model provides clarity for the priorities of a client entric advice business

DAVID FOX | Comments | TUESDAY, 1 JAN 2008

"A business operating model describes the capabilities that exist within an organisation including customer facing, infrastructural and management ... Read more

Compliance

ASIC and Westpoint: The mechanics of a collapsing mezzanine

GERARD MAGNER , MELANIE YOUNIS | Comments | TUESDAY, 1 JAN 2008

The collapse of the Westpoint group and the loss of many millions of dollars of investors' funds has been the subject of much publicity. ASIC has ... Read more

Latest News


Former adviser faces Supreme Court JAMIE WILLIAMSON \| 12:08PM A former financial adviser will face ASIC in the Supreme Court of Queensland for operating an unlicensed advice business and receiving kickbacks from property developers for referring investors.	Praemium to upgrade platform KANIKA SOOD Next month Praemium will roll out major upgrades to its integrated managed accounts platform for advisers and investors.

Aussies want budget help: MoneySoft HARRISON WORLEY An Aussie fintech says budgeting and cashflow management are more important to young people than holistic financial advice.	3.5 million Aussies give financial advice to friends and family: Roy Morgan HARRISON WORLEY Roy Morgan research shows millions of Australians are trusted advisers to their friends and family when it comes to finance and investment decisions.

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Pathway to better

Airlie: Combining value and experience

Not all managed portfolios are created equal: A comparison of various features

AMP: What clients ask about super

Morningstar: Sustainable investing in the interest of clients

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Cover Story

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Reality check

PETER NONNENMACHER
DIRECTOR
MACARTHUR FINANCIAL PLANNING PTY. LIMITED

Celebrating 40 years in any job is a remarkable feat and to still love doing what you do after all those years is all the more impressive. Hillross Macarthur's Peter Nonnenmacher shares with Jamie Williamson his thoughts on the changing world of advice.

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Expert Feed

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Jacqui Lennon

CX Program Manager

FS Advice

Retiring with dignity requires superior income solutions

With the financial services industry being shaken up by the Hayne Royal Commission and greater government scrutiny, Australians are demanding greater transparency ...

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Shelley Banton

Executive General Manager, Technical Services

FS Advice

Potential problems with pension payments

There's no doubt the new rules and regulations associated with Super Reform are confusing. We are now seeing new issues starting to emerge that will have ...

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Soula Cargakis

Group Executive Advice

FS Advice

What life and loss taught me about the value of financial advice

They say the past shapes us, and sometimes in ways we couldn't even begin to imagine. As I look back on my life, I've come to realise my story is not entirely ...

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Ian McDermott

Principal Lawyer/ Director

FS Advice

Individual licensing: Be careful what you wish for

Have you noticed how every other day it seems there is a new call for advisers to be individually licensed, as if individual licensing is a panacea to ...

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Industry Events

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Financial Standard Chief Economists Forum

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Advisers Big Day Out 2019 - Adelaide

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Advisers Big Day Out 2019 - Melbourne

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Advisers Big Day Out 2019 - Brisbane

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