Compliance GERARD MAGNER , MELANIE YOUNIS | 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 to recover damages on behalf of investors in ... Read more Applied Financial Planning ROBB MUSGRAVE | 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 to and from the Baby Boomer generation (1946-1964) ... Read more ROBERT BROWN | 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 is suggested that the basis for professionalism ... Read more MALCOLM ARNOLD | 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 a specialist provider of banking services to the ... Read more LARRY GOULD | 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". In recent years insightful business leaders ... Read more Developing an operating model provides clarity for the priorities of a client entric advice business DAVID FOX | 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 operating model is defined in "consulting ... Read more Insurance MARC FABRIS | 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 one in 14 taken out life insurance for this purpose ... Read more |
Latest News
Advice take up falls amid decade-low retirement confidence
|While demand for financial advice is apparently the highest it's ever been, the number of people actually seeking it has dropped.
Fair Work ruling, ASIC put offshoring arrangements on notice
Fair Work Australia's (FWA) recent ruling in favour of a Philippines-based worker to bring an unfair dismissal case against the former employer could serve as a warning for financial services firms who rely on offshoring, as the corporate regulator also flexes its muscle on these arrangements.
Insignia Financial eyes 'most efficient' title by 2030
Insignia Financial is hoping artificial intelligence (AI) and a direct-to-consumer superannuation push will see it become Australia's "leading and most efficient" wealth manager and save $200 million per annum by 2030.
HNWIs demand alternatives, platforms lack access
As high-net-worth (HNW) investors increasingly demand alternative assets, platforms are failing to facilitate access to these opportunities, according to Praemium.
Further Reading
Cover Story
FS Power50: Stay open-minded and learn from others
AMANDA RAGKOUSIS
SENIOR FINANCIAL ADVISOR
VIRIDIAN ADVISORY PTY LTD
SENIOR FINANCIAL ADVISOR
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.