BOB VAN MUNSTER | FRIDAY, 11 MAR 2011
Van Munster, head of Australian equities at Tyndall Investments, looks at the affect that investor emotions take on their own behaviour and, in turn, the behaviour of markets. Read more
CRAIG DAY | FRIDAY, 11 MAR 2011
Given the nature of the new limited recourse borrowing rules and their potential traps trustees, advisers should take special care to ensure they understand the requirements to properly establish and maintain a complying arrangement. Read more
Taxation & Estate Planning
RAEWYN WILLIAMS | FRIDAY, 11 MAR 2011
This paper follows on from a series of Russell research papers advancing a framework for choosing between active and passive investment styles. This paper introduces an after-tax investing perspective and identifies key differences in how an after-tax ... Read more
Applied Financial Planning
STEVE SALVIA | FRIDAY, 11 MAR 2011
Matthew*, 30, and Ashley*, 37, are a de facto couple planning a wedding with a baby on the way who decided that they needed help from a financial adviser to help them deal with their rising debt and bungled property assets. Read more
CAROL TAWFIK | FRIDAY, 11 MAR 2011
Lauren Malone*, 57, was recently widowed and retired before she realised that her financial situation was far more complicated then she could handle. After being referred by a long standing client of Shadforth, Malone met with financial planner Carol ... Read more
Unemployed and struggling: The lack of financial help-seeking behaviour exhibited by male construction workers
| FRIDAY, 11 MAR 2011
The project sought to understand the impact of unemployment on financial help-seeking behaviour. The study surveyed 158 unemployed construction workers with findings indicating that the majority of men did not seek help for financial issues from professional ... Read more
CANNA CAMPBELL | FRIDAY, 11 MAR 2011
Rebecca*, 62, approached financial planner, Canna Campbell, with not much hope for the future, having just survived a nasty divorce which left her without any real assets or security. When Campbell looked closely at Rebecca's finances, she recognised ... Read more
NIC D'EMDEN | FRIDAY, 11 MAR 2011
An unexpected cash windfall lead James*, 65, and Angela*, 60, to seek out a financial planner to make the most of their situation. This windfall became the catalyst for what is now a highly profitable and successful relationship with their planner. Read more
SIMON DOWD | FRIDAY, 11 MAR 2011
Jenny* had been using the services of a financial planner to help get to the financial position she was in, yet it had come to the point in her life that she wanted more from a planner and decided to look elsewhere for help with a self-managed super ... Read more
Super Consumers Australia believes we should look to the UK for inspiration when it comes to providing access to conflict-free financial advice, saying lessons of the Royal Commission have been forgotten and "a chorus of self-interest has emerged".
CountPlus has acquired a 32.75% interest in financial advice practice WSC Group.
BT's 25-year-old Wrap has seen its last June 30, with its user interface no longer available and all clients moved across to Panorama.
The financial services company has acquired a 35% equity interest in financial planning practice McGregor Wealth Management (MWM).
PERERA CROWTHER FINANCIAL SERVICES PTY LTD
PERERA CROWTHER FINANCIAL SERVICES PTY LTD
The advice industry is poised to turn the corner in 2022. Leading a major association and his own practice, Perera Crowther Financial Services founder Sam Perera is confident advisers will finally have their watershed moment. Karren Vergara writes.
We've seen FORO - the Fear of Running Out - raise its head in the past couple of years, especially during COVID-19. FORO is a very real issue in retirement ...
One of the critical steps in purchasing a company that holds an AFSL or ACL is ensuring that the licence does what you need it to do and carries no major ...
Lifespan Financial Planning chief executive Eugene Ardino pens an open letter to Anthony Albanese and Scott Morrison on behalf of the financial advice ...
Right now, we are on the cusp of a once in a generation adjustment as the world moves from low inflation and low interest rates to high inflation and ...