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

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

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

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


FPA launches Tinder for advisers ELIZABETH MCARTHUR The Financial Planning Association of Australia has launched a new online service to match Australians with their ideal financial adviser.	Average Aussie $560k richer with advice ELIZABETH MCARTHUR According to the new Value of an Adviser report by Russell Investments, financial advisers deliver value of at least 4.4% or more every year to their clients beyond investment-only advice.

Advice associations weigh in on member interests bill HARRISON WORLEY The peak bodies representing financial advisers have taken similar positions on the Government's latest round of superannuation reforms.	Adviser association rebrands, grows membership KARREN VERGARA The United Financial Advisers Association has re-emerged to grow its membership to 2500 advocating for several reforms in the advice sector.

Videos

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Cover Story

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From the ground up

SUSANNE DAHN
EXECUTIVE DIRECTOR
PITCHER PARTNERS INVESTMENT SERVICES PTY LTD

In the late 1990s, Sue Dahn marched into a mid-tier accounting practice and did the unthinkable; taking a blank canvas and transforming it into a $5 billion wealth management business. Jamie Williamson writes.

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Expert Feed

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Dante De Gori

Chief Executive Officer

FS Advice

The future of financial planning

There is absolutely a future for the profession of financial planning. The opportunities and the need for financial advice by Australians and, frankly ...

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Kate Howitt

Portfolio Manager

FS Advice

Why ESG has moved from nice-to-do to must-do

Environmental, social and corporate governance (ESG) factors are increasingly important to the investor community. Until recently, community expectations ...

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Sonia Cruz

Head of Licensing

FS Advice

Five reasons ASIC will reject your licence application

ASIC rejects 30% of AFS licences applications and 24% of credit applications. This article explains why it rejects applications and gives tips on how to ...

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John Dyall

Head of Investment Research

FS Advice

Headline returns don't tell the whole story

When I was younger I used to enjoy a good argument, or at least what I thought passed for one. Now I like to present information based on good data and ...

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Industry Events

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AUG

28-30

united. AFA Conference 19

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SEP

Best Practice Series: Managed Accounts Forum

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OCT

Best Practice Series: Retirement Income Forum

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NOV

27-29

FPA Professional Congress returns to Melbourne

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JUL

Advisers Big Day Out Bendigo

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