JENNY BROWN | TUESDAY, 13 AUG 2013 Entrant in last year's Smiley's and part of the "Digital Dozen" talks to Financial Standard about how social media can improve your relationship with current clients, and help you find new ones. 1) Tell me why you decided to enter the Smileys I entered ... Read more |
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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
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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 ...
