FS Advice - Volume 5 Number 1

Volume 5 Issue 1

Superannuation

Finance and the Under 40s

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. ... 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 ... Read more

Applied Financial Planning

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

Latest News


FPA, AFA partner on life insurance KANIKA SOOD The key financial advice associations have teamed up for a life insurance taskforce as the industry inches towards ASIC's review of the life insurance framework slated for 2021.	Approved diplomas, bridging courses confirmed JAMIE WILLIAMSON The Financial Adviser Standards and Ethics Authority announced the first raft of current and historical graduate diplomas and bridging courses to be approved by the body.

DomaCom launches senior equity release product ELIZABETH MCARTHUR The ASX-listed investment platform has released a first of its kind senior equity release product for Australia, targeting financial advisers working with clients over 60.	CBA sells advice dealer group JAMIE WILLIAMSON Commonwealth Bank is offloading Count Financial to CountPlus for $2.5 million.

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Cover Story

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More than life

JODIE DOUGLAS
PRINCIPAL
MAD ABOUT LIFE - RISK ADVICE

From car yards to camper trailers, Jodie Douglas' journey to successful financial advice practice owner is like no other. Jamie Williamson writes.

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Expert Feed

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John Dyall

Head of Investment Research

FS Advice

How to really defend your portfolio

No-one in their right mind would invest purely in a single asset class. Most people are invested in what is called a "balanced" portfolio that contains ...

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Mervin Reed

Director

FS Advice

The life insurance industry in Australia is in trouble

The Royal Commission's recommendation that life insurance sales should not be rewarded with a commission or a payment from the product provider to the ...

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John Moran

Partner

FS Advice

From sales culture to profession: What the final report means for the financial advice industry

For financial advisers the winds of change were blowing prior to the establishment of the Royal Commission into Misconduct in the Banking, Superannuation ...

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Chris Chow

Technical Services Manager

FS Advice

Give an inch, take a mile

What have we learned from the final report of the Royal Commission (RC) handed down by Justice Kenneth Hayne? Before the Royal Commission, much of the ...

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Industry Events

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NOV

27-29

FPA Professional Congress returns to Melbourne

►

JUN

20-27

AIOFP 2019 Conference

►

JUL

Advisers Big Day Out Sunshine Coast

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JUL

Advisers Big Day Out Gold Coast

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JUL

Advisers Big Day Out Bendigo

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