Volume 5 Number 1

Volume 5 Issue 1

Superannuation

MARK MCCRINDLE | Comments | 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 ... Generational ... Read more

Insurance

Insights into the Australian Life Insurance Sector

PHILIP FOURIE | Comments | 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. In ... Read more

Applied Financial Planning

Cocooning - Savings as Security in Times of Economic Uncertainty

ALAN SHIELDS | Comments | 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 ... In ... Read more

Can Foreign Financial Services Providers Operate in Australia?

JOHN BASSILIOS | Comments | 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 ... With ... Read more

The Delivery of Quality Financial Advice in Both Good and Turbulent Markets

JULIA FEHER | Comments | 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 ... Julia ... Read more

The Value of Sage Advice

MARK STORY | Comments | SUNDAY, 10 MAY 2009

Understanding the 'multiplier-effect' derived from saving surplus cash flow is tributary to an accelerated wealth creation strategy. It's a red-letter day when the typical Aussie battlers finally pay ... Understanding ... Read more

Easy Access to Information Is Good, Trusted Information Is Better

DEAN RUSHTON | Comments | 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 ... Dean ... Read more

Toward Transparency and Sustainability: Building a New Financial Order

SUZANNE DUNCAN , SHANKER RAMAMURTHY | Comments | 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 ... In ... Read more

Taxation & Estate Planning

The New Intestacy Law in NSW - What Your Client Needs to Know

KERSTIN GLOMB | Comments | 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 ... Kerstin ... Read more

Latest News


Fraudulent adviser cops ban, jail time ELIZABETH MCARTHUR A financial adviser from the NSW town of Valentine has been permanently banned for making false statements to clients and misappropriating funds.	The growing risk to financial advisers ALLY SELBY Financial advisers must act to repair the trust deficit or risk being superseded by superannuation funds.

Viridian opens new offices KANIKA SOOD In some pre-holiday spending, Viridian Advisory opened 22 new offices in November, and is looking to launch a mobile app in 2020, says chief executive Glenn Calder.	AMP remediation processes questionable JAMIE WILLIAMSON AMP has responded to reports it is refunding fees charged to members into new AMP superannuation accounts opened without customers' knowledge or consent.

Videos

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Australian Ethical: Clear and present danger

Alex Denham | Contribution Landscape for 2019 and Beyond

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Independent Franchise Partners: Finding the intangible to shape success

Kerstin Glomb | Estate planning issues: case studies

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Stuart McMullen | Retirement living options

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Cover Story

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Service with a smile

SIMONE DU CHESNE
FINANCIAL PLANNER
EQ WEALTH

Financial advice might be the family business for Simone Du Chesne, but what really drives her every day is developing her client relationships to guide them through life's greatest challenges. Empathy and understanding are at the heart of everything she does, Elizabeth McArthur writes.

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Expert Feed

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Harry Goldberg Financial Adviser Purpose Advisory	Hari Maragos Principal Financial Planner Victoria Wealth Management	Jim Stackpool Managing Director Certainty Advice Group	Michael Sonego Partner - Corporate Finance Pitcher Partners
Advice can only be holistic with life coaching	The grownup perspective on the fires	Can financial planning firms survive?	Buy it rather than build it
There is no doubt about it: The financial advice industry is changing. We have advisers leaving the industry, more stringent compliance requirements ...	As of the 10 January 2020, the intense bushfire season in Australia has claimed 28 souls. It has also burned an estimated 26 million acres, destroyed ...	When do you know you are going out of business - just before you do. Why? Framing Bias. Amos Tversky and Daniel Kahneman explained this years ago. Basically ...	The 'buy it rather than build it' approach that's driving business innovation The strategy behind the acquisitions made by the billion-dollar ...
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