Applied Financial Planning JULIA FEHER | SUNDAY, 10 MAY 2009 Julia Feher won the 2009 IFSA Deloitte Future Leaders award for this paper, which looks at the different ways that the financial advice industry can ensure quality advice for clients whether the markets are up or down. Feher explores how the market ... Read more JOHN BASSILIOS | SUNDAY, 10 MAY 2009 With Australia showing a resilient economy through the global financial crises and looking like having a booming financial services industry, it's no surprise that overseas companies want a share of the Australian market. John Bassilios explores ... Read more  SUZANNE DUNCAN , SHANKER RAMAMURTHY | SUNDAY, 10 MAY 2009 In this report, Suzanne L. Duncan and Shanker Ramamurthy from the IBM Institute for Business Value endeavour to find answers for the question: How will the financial markets industry make money in the future? The global financial crisis has exposed ... Read more DEAN RUSHTON | SUNDAY, 10 MAY 2009 Dean Rushton writes about the findings of the independent consumer research into the behaviours and motivations of homebuyers in the market. The study was commissioned by Loan Market last year and included focus groups made up of first home buyers ... Read more ALAN SHIELDS | SUNDAY, 10 MAY 2009 In this report, Alan Shields discusses the study done by research firm Retail Finance Intelligent into the changes in saving behaviour among consumers since mid-2008, using economic data and the results of The Australian Savings and Deposits Council ... Read more Insurance PHILIP FOURIE | SUNDAY, 10 MAY 2009 In an attempt to better understand the Australian life insurance sector, Fintechnix identified 28 thought leaders in the sector and asked them to share their views on the issues affecting their industry. The responses to the questions asked provide ... Read more Superannuation MARK MCCRINDLE | SUNDAY, 10 MAY 2009 Generational studies are always popular among financial services specialists. Having been around for a while, information on baby boomers are plentiful. However, research into the younger generations is increasing, and in this qualitative research project ... Read more Taxation & Estate Planning  KERSTIN GLOMB | SUNDAY, 10 MAY 2009 Kerstin Glomb is a solicitor at Argyle Lawyers specialising in the areas of estate planning and estate administration and she looks into the changes to intestacy law in New South Wales effective in March 2010. Intestacy law applies when a person dies ... Read more |
Latest News
Advised clients more satisfied despite heightened costs: Report
A new report highlighting the value of financial advisers indicates clients are even more satisfied despite a higher cost of seeking advice.
First Guardian victims advance in case against InterPrac
The Federal Court has forced InterPrac Financial Planning to pay two victims of the First Guardian Master Fund that collectively lost a total $465,000.
Frontier Advisers brings Segal Macro, LCP partnership to close
Frontier Advisers, Segal Marco Advisers and Lane Clark and Peacock (LCP) have decided to bring their Global Investment Research Alliance (GIRA) to a close, after 13 years of partnership.
Mulino brings New Class of Advisers to life, guarantees fairer CSLR funding
Assistant treasurer Daniel Mulino will forge ahead with the New Class of Advisers (NCAs) as part of highly anticipated Delivering Better Financial Outcomes (DBFO) reforms and laid out a blueprint of how the Compensation Scheme of Last Resort (CSLR) will be fairer for financial advisers.
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Cover Story
Advice with soul
SACHA BURCHGART
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
Though she initially tried, Sacha Burchgart couldn't escape the call of a career in financial advice; it just took staring down her own mortality to see what's possible when you do things differently. Jamie Williamson writes.
Expert Feed
The bond market's inflation blind spot
While markets have reacted to the latest escalation in the Middle East, longer-term inflation pricing continues to imply that these disruptions will be ...
Confidence to spend: why retirement planning is about more than investment performance
Many retirees face a critical challenge in retirement, and that is how to spend confidently not knowing how long their savings will last.
A never ending story of levies
The extensive processing period for Shield and First Guardian complaints means financial advisers will likely not be able to see an end to a series of ...
When 'diversification' stops being diversified
While many are worried about the dominance of US mega-cap companies, the same trend is also transpiring domestically, creating a concentration issue for ...
