Gerry was our Christmas presentBY CHRISTOPHER PAGE | WEDNESDAY, 19 JAN 2011 2:03PM The retail sector made a big mistake over Christmas New Year in their luddite special pleadings to unwind the internet and attack consumers looking for the best deals. Wealth ... Upgrade your subscription to access this article
Join the growing community of financial advisers
with unlimited access to our latest news, research and analysis of the industry.
Become a premium subscriber today. |
Latest News
Firms rebuffing AFCA determinations should be named: FAAA, professional bodies
|The Financial Advice Association Australia (FAAA) and four other professional bodies are urging the Australian Financial Complaints Authority (AFCA) to name and shame financial firms that fail to follow through on a determination as more than 60 have failed to do so.
Inheritance dissatisfaction an advice opportunity: Report
Most high-net-worth (HNW) inheritors are unhappy with how they have used their inherited capital, presenting an opportunity for financial advisers.
Link Wealth acquires boutique advice firm
Link Wealth's national expansion is continuing to progress, acquiring financial advice firm Xponential Advisory a few months after taking a majority stake in Sky Advisers.
AIOFP, FAAA encouraged by first meeting with Mulino
Following their inaugural meeting with new financial services minister Daniel Mulino, the Association of Independently Owned Financial Professionals (AIOFP) and Financial Advice Association Australia (FAAA) feel enthused about the impact he will have on the profession.
Further Reading
Cover Story
Moving mountains
MAGDELINE JACOVIDES
FOUNDER AND FINANCIAL ADVISER
MAZI WEALTH
FOUNDER AND FINANCIAL ADVISER
MAZI WEALTH
On top of running a successful practice, Mazi Wealth founder Deline Jacovides is a fierce advocate for closing the superannuation gender gap and has built a highly popular social media presence that takes financial literacy to the next level. She tells Karren Vergara where her passion comes from and how she integrates it all with family life.
Expert Feed
The need to achieve real scale in advice - and serve all Australians
One of the great social challenges in financial services today is the millions of everyday Australians who want and need financial guidance but cannot ...
Are US assets becoming less desirable?
There has been so much commentary, including by us, on the twists and turns of US trade policy - notwithstanding the latest 90-day truce with China - ...
Listed private equity: A strategic opportunity amid global market dislocation
The sharp escalation in global trade tensions in 2025 has injected a fresh layer of volatility into capital markets.
How to manage the rise of 'early' inheritances
For decades, financial advice around wealth transfers has largely focused on estate planning and the distribution of assets after death. However, a significant ...
Travel agents are a dying breed and will bearely last another generation with the ease and simplicity of internet based travel bookings. The growth in on-line tax returns will also see the demise of simple tax returns and the death of organisations such as H & R Block. Financial planners will also be replaced by internet based software solutions. We are already seeing on-line risk profiling and direct personal insurance via the internet and telephone. Within 15-20 years with a more technologically savvy demographic the role of the financial planner will be nothing more than a footnote in our financial history books.
What a pessimistic viewpoint 'Anonymous' why don't you grow a backbone and put your name to that comment. Obviously you have no idea of the value that Financial Planners can add to clients financial house and your ignorance is clear to all.
A good example of product deliver vs service deliverer is the flood insurance debate now raging. I wonder how many victims of the flood bought their insurance in product delivery mode and how many sought service / advice? It is interesting to note in that debate the "value of advice" has not had a mention whereas regulating the industry seems to be a key theme.