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 ... ... 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. ... Read more

Applied Financial Planning

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 ... ... 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 ... ... Read more

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 ... ... 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 ... ... 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 ... ... 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 ... ... 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 ... ... Read more

Latest News


ASIC prepares advisers for DDO KARREN VERGARA \| 12:32PM ASIC is urging financial advisers to be well prepared for the new Design and Distribution Obligations regime, warning that there should be no surprises when it kicks into gear on October 5.	William Buck merges with sixth firm KARREN VERGARA A Melbourne-based advisory firm has merged with William Buck as the latter continues its aggressive expansion strategy.

DDO nil-reporting rule scrapped KARREN VERGARA In a win for financial advisers, the Design and Distribution Obligations (DDO) regime will scrap the nil-reporting rule.	Advisers embrace technology, lack budget KARREN VERGARA Financial advisers have dramatically relied on technology over the last 18 months yet are unwilling to increase their budget to improve the clients' digital experience, new research finds.

Videos

Brought to you by

FS Aspire CPD - discover your professional potential

Fairview: Find the emerging opportunities

The value of a community when you're going solo

Advisers Big Day Out 2021 | Highlights

MORE VIDEOS ►

More from FS Advice

Get 15% off FS Advice subscriptions this September and be the first to receive the newly published journal.

Cover Story

MORE STORIES ►

No shame in dreaming

VICTORIA DEVINE
MANAGING DIRECTOR
ZELLA WEALTH PTY LTD

The podcast She's on the Money has become a personal finance juggernaut and catapulted its founder and Zella Wealth director Victoria Devine into the public eye. But she doesn't want to make it all about her, instead she's focused on the power of money to change lives. Elizabeth McArthur writes.

READ MORE ►

Expert Feed

MORE EXPERT FEEDS ►


Jason Andriessen Consulting Partner Admin Special Accounts	Warwick Gribble National Manager - Advice Relationships Aware Super	Nathan Mattock Partner Marque Lawyers	John Dyall Head of Investment Research Rainmaker Information
Lean on me: Rethinking the value of advice	We're in the money: Empowering the next generation through advice	Finfluencers, financial influencers: ASIC is watching your stories	Portfolios hide volcanoes of volatility
A sense of control is important for our mental health and overall well-being. That's why the COVID lockdown has been so confronting for so many of us.	Australia's superannuation sector has recently topped $3.3 trillion in funds under management. But there's an even bigger game in town; one that ...	Aspiring influencers are spruiking their tips for financial success across YouTube, Twitter, Instagram, Reddit and in particular FinTok, the corner of ...	Jargon is something I don't fully understand. So, when I use jargon, I know it's going to be doubly confusing to the person I'm speaking with ...
READ MORE ►	READ MORE ►	READ MORE ►	READ MORE ►

Industry Events

MORE INDUSTRY EVENTS ►

SEP

21-22

AFA Evolve Conference 2021

►

OCT

Best Practice Forum: ESG

►

OCT

Advisers Big Day Out - Hobart

►

OCT

Advisers Big Day Out - Bendigo

►

OCT

Advisers Big Day Out - Geelong

►

Your Opinion

MORE POLLS ►

Have you felt equipped to respond to client enquiries relating to bitcoin or other digital assets?

Professional Subscription for $295
(inc GST) for 1 year.

Premium Subscription for $395
(inc GST) for 1 year.

Principal Subscription for $495
(inc GST) for 1 year.

ACCESS MORE CONTENT

FS Advice

15% off in September only.

MORE INFO ►

ACCESS MORE CONTENT

FS Super

15% off in September only.

MORE INFO ►

ACCESS MORE CONTENT

FS Private Wealth

15% off in September only.

MORE INFO ►

ACCESS MORE CONTENT

FS Managed Accounts

The Journal for Managed Account Professionals.

MORE INFO ►

Download the app

Premium subscribers can access even more content from Financial Standard.

► AFSL Support Services	► Research Services

► Contracts for Difference	► Retirement Products

► Education & Training	► Reverse Mortgages

► Industry Associations	► Stockbroking Services

► Investment Managers	► Structured Investments

► Managed Accounts	► Super Funds Personal

► Margin Lending	► Super Funds SMSF

► Online Brokers	► Super Funds Workplace

► Portfolio Services	► Technology Providers

► Recruitment Firms	► Third Party Marketing

► Research Houses

Volume 5 Issue 1

Latest News

Videos

More from FS Advice

Cover Story

Expert Feed

Lean on me: Rethinking the value of advice

We're in the money: Empowering the next generation through advice

Finfluencers, financial influencers: ASIC is watching your stories

Portfolios hide volcanoes of volatility

Industry Events

Your Opinion

Have you felt equipped to respond to client enquiries relating to bitcoin or other digital assets?