RICHARD KLIPIN | MONDAY, 27 SEP 2010 The past few years has seen the role of financial adviser and the financial services industry come under intense scrutiny. While much of this scrutiny is welcome, there is a need to clearly and logically separate fact from fiction and to address the ... Read more GERHARD MARKUS | MONDAY, 27 SEP 2010 Concerns over funds parked indefinitely by a former adviser/broker in cash, following the GFC - without adequate risk profiling - led Adelaide-based teacher's aide, Tom Kennedy* to seek an alternative financial solution two years ago. A badly needed ... Read more  STEVE DAVISON | MONDAY, 27 SEP 2010 Steven Davison is national manager for AXA's GROW program and discusses the many issues that can arise when dealing with this area of business. Read more JENNIFER PORTER | MONDAY, 27 SEP 2010 Sydney-based married couple John, 52, and Marie*, 51, decided to seek a financial planner to make the most of their savings and figure out how best to prepare for their retirement. Read more WAI-YEE CHEN | MONDAY, 27 SEP 2010 Wai-Yee Chen, head of derivatives for RBS Morgans' Sydney Asian Desk, discusses in this paper the effect of the global financial crisis on investments. It looks at how the GFC not only affected people's bank accounts, purse strings and nest eggs but ... Read more  CHARLES BADENACH | MONDAY, 27 SEP 2010 Peter*, 54, first sought financial advice during a difficult period of his life, after suddenly losing his wife to cancer. During this period of time, he found it difficult handling his financial responsibility while managing his own emotional stress. ... Read more TONY RUMBLE | THURSDAY, 14 JAN 2010 The relevance of financial planners is under increasing scrutiny from investors and regulators. APRA's June 2009 paper Investment performance ranking of superannuation firms questions the value of traditional managed funds and pose important questions ... Read more STEVE KEEN | THURSDAY, 14 JAN 2010 The RBA believes the Australian housing market wouldn't experience catastrophic effects like those of other OECD countries, especially the US. According to their numbers, house prices are no longer overvalued and mortgage repayments are back to ... Read more MARK STORY | THURSDAY, 14 JAN 2010 Confronting entrenched prejudices towards 'all things financial' can be the first step towards adding value as a fee-based financial planner. Read more |
Latest News
Federal Court lifts Merhi's travel ban
Former financial adviser Ferras Merhi is now free to travel as the Federal Court lifted travel restraint orders imposed one year ago.
Nominations open for the 2026 Power50
Nominations for the 2026 Financial Standard Power50 are now open as we recognise the country's most influential advisers who continue to raise the standards for the profession and provide outstanding service to clients and the wider community.
Advice veteran's exit creates $1bn Tassie wealth group
Mancell Financial Group (MFG) founder Peter Mancell has retired as a financial adviser after 46 years, selling the business he built to pave the way for a $1 billion wealth management firm in Tasmania.
Netwealth expands Morgan Stanley mandate
Amid expanding its stockbroking and private wealth capabilities, Netwealth has been picked by Morgan Stanley to provide a platform solution to its Australian wealth business.
Further Reading
Cover Story
Advice with soul
SACHA BURCHGART
FOUNDER AND FINANCIAL PLANNING SPECIALIST
BURCHEART
FOUNDER AND FINANCIAL PLANNING SPECIALIST
BURCHEART
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
Secondaries: Handling a double-edged sword
Secondary transaction volume in private markets continue to hit new highs, as does fundraising for secondaries vehicles. Yet the market presents vulnerabilities ...
Is software dead?
ECP Asset Management's Damon Callaghan explains the fate of software companies suffering from the 'SaaSpocalypse' that was triggered by the rise of AI.
A governance dashboard is not a governance framework
Research houses are now offering monitoring tools to the licensees who use their ratings. The tools are useful. They do not discharge the governance obligation ...
The global advice gap: why expat clients are harder to serve than they appear
Many Australians are building wealth abroad before ultimately returning home for retirement.
