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 half will have ever even heard of the cover and only ... Ask ... 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 the financial planning industry. In the paper it ... Reinventing ... 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 to be successful in your succession strategy. As ... Whether ... 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 they prepare for the impending "war for talent". Australian ... 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. Estimates indicate about $600 billion will be transferred ... Over ... 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 a major part even though it is too often left ... 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 components". This is typically how a business ... "A ... 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 recently announced that it will commence legal action ... The ... Read more

Latest News


Vanguard pilots new robo offering ELIZABETH MCARTHUR \| 11:52AM According to documents filed with the Securities and Exchange Commission, Vanguard is launching a new digital-only financial planning service through Vanguard Advisors.	Licensee faces hefty remediation bill ELIZABETH MCARTHUR Australian financial services license holder ClearView Financial Advice has been hit with a remediation bill for $730,000.

Allianz Retire+ to research retirement transition HARRISON WORLEY Allianz Retire+ is partnering with Macquarie University in a three-year research project to better understand the impact of holistic advice on retiree happiness.	CommSec responds to sale rumours ELIZABETH MCARTHUR CommSec is being coy about rumours Ord Minnett is poised to purchase its advisory unit.

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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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Kate Whiteley Chief Executive Officer Financial Education Professionals	Pat Garrett Chief Executive Officer Six Park	Eugene Ardino Chief Executive Officer Lifespan Financial Planning	Josh Dalton Director Dalton Financial Partners
Hiking the AFSL Trail	Robo awakening in Australia	Government should increase access to advice, not reduce it	No more us versus them
ASIC is scrutinising AFS license applications very closely - one slip and all your hard work is undone; your application is rejected and suddenly you ...	As the co-founder of one of Australia's first robo-advisers, I'd like to illuminate some similarities and differences between the financial landscapes ...	The release of ASIC's Report 627 Financial advice: What consumers really think, highlighted that among Australians who have received professional ...	If we're truly going to serve consumer best interests, industry funds must work with financial advisers. I've started to embrace working with industry ...
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Industry Events

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