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
Inaugural CSLR levy slugs advisers $18.5m
|The financial advice industry will be forced to pay $18.5 million to fund the Compensation Scheme of Last Resort's (CSLR) first year of operation, drawing outrage from the sector.
Advisers flock to managed accounts, but are very selective
A new report reveals 25% of all new client inflows are placed into managed accounts.
FAAA calls on ATO to provide clarity over advice fees
The FAAA said the ATO should refine its position on financial advisers giving advice to clients with pre-existing investments.
Low-margin clients hurt practice valuations
Lower fee-paying clients are severely affecting financial advice practices' bottom line and ultimately drag business valuations, a new analysis reveals.
Cover Story
Passing the baton
LIAM ROCHE
ADVICE ASSOCIATE
EUREKA WHITTAKER MACNAUGHT PTY LTD
ADVICE ASSOCIATE
EUREKA WHITTAKER MACNAUGHT PTY LTD
Liam Roche's experience in customer relationships and paraplanning has set him up for success as a financial adviser. Now undertaking the Professional Year, the advice associate at Eureka Whittaker Macnaught tells Karren Vergara how a new breed of advisers is flying the flag.