 JAMIE WILLIAMSON | THURSDAY, 21 DEC 2017 ... development of financial literacy programs. By now, it's easy to see why both Tim and Claire were named in Financial Standard 's FS Power50 for 2017, highlighting them as two of Australia's most influential financial advisers. "To be seen as influential ... Read more  JOHN DE ZWART | FRIDAY, 18 AUG 2017 ... relationship and must be a core part of your value proposition. There are many different types of clients - in terms of their financial situation, their lifestyle and attitudes, and their financial literacy. What they all have in common is the need for ... Read more  ABRAHAM TEO | FRIDAY, 4 AUG 2017 ... expanding array of international reporting requirements as well as a domestic need to obtain more information to manage financial system stability, regulators are starting to mandate new reports and more complete data. In most cases, APRA and other regulators ... Read more JAMIE WILLIAMSON | FRIDAY, 23 JUN 2017 When you envision a typical financial adviser, Darren Johns probably wouldn't come to mind. He rides his bike to most client meetings, rarely wears a suit to work, and on his feet are "funny five fingered" rock fishing shoes. "People find them fascinating ... Read more JAMIE WILLIAMSON | FRIDAY, 23 JUN 2017 Hailing from Australia's coffee capital, head of financial planning at Fiducian Financial Services, Robby Southall appreciates a stronger blend. "My order is always a double shot. There's a lot of early mornings catching flights and I don't live anywhere ... Read more DES LEE | THURSDAY, 22 JUN 2017 The Financial Standard publishes a number of news and information products for the financial services industry. For further information on advertising or sponsorship opportunities, please complete the form below and a member of our sales team will contact ... Read more MARSHALL BRENTNALL | TUESDAY, 13 AUG 2013 Entrant in last year's Smiley's talks to Financial Standard about how social media his firm to better communicate with his clients and engage and educate new prospects. 1) Tell me why you decided to enter the Smileys. One of the main drivers behind ... Read more |
Latest News
Product Showcase: Making group insurance count
Many financial advisers aspire to provide genuinely integrated advice, but finding ways to support more clients without increasing operational demands remains a challenge.
Vietnam joins FTSE Russell emerging market index
Vietnam has officially joined the FTSE Russell Global Equity Index Series, marking a new phase for its capital market as it moves from frontier to Secondary Emerging Market status.
FAAA flags gaps in discretionary trusts tax reforms, deficient framework
Under the proposed minimum tax on discretionary trust reforms, the Financial Advice Association Australia (FAAA) highlighted concerns over trustees potentially being forced to make "major and largely irreversible decisions" before the rules and guidance have been finalised.
Shield investors launch Macquarie class action
Gordan Legal commenced a class action against Macquarie Investment Management, alleging the investors in the collapsed Shield Master Fund have not been fully compensated for losses affecting their retirement savings.
Further Reading
Cover Story
Advice with soul
SACHA BURCHGART
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
Though she initially tried, Sacha Burchgart couldn't escape the call of a career in financial advice; it just took staring down her own mortality to see what's possible when you do things differently. Jamie Williamson writes.
Expert Feed
Beyond the checkout: the investment case for Australian shopping centres
Shopping centres continue to stand out as one of the most resilient and compelling real estate investment opportunities in Australia, MA Financial says.
Stonepoint is another lesson in fund governance and investor protection
The demise of the Stonepoint Capital Fund may have gone under the radar for many, but proves an important point for independent governance when examined.
The importance of purpose-driven team meetings
A purpose-driven meeting can provide "clarity, accountability and engagement" within a financial planning practice.
A never ending story of levies
The extensive processing period for Shield and First Guardian complaints means financial advisers will likely not be able to see an end to a series of ...
