| Showing 151 to 160 of 186 articles: MARK STORY | THURSDAY, 14 JAN 2010 Constantly re-weighting the asset mix according to changing market conditions provides the right tradeoff between performance and risk. Read more LESTER WILLS | FRIDAY, 22 MAY 2009 Lester Wills discusses research originally written by James Montier. Montier has developed a list of 10 perilous errors people make when investing. Wills says that when you consider Montier's list, they seem pretty obvious. "Too many things that are ... Read more DIANA BEAL | FRIDAY, 22 MAY 2009 Diana Beal is a retired academic. Her paper comes from research she conducted while Associate Professor in personal finance at the University of Southern Queensland. The research sought to answer the question about how much older Australians intended ... Read more SCOTT LAWRENCE | FRIDAY, 22 MAY 2009 With our investor's best financial interests in mind, how can we best navigate through the uncertainty of financial markets? Read more JULIA FEHER | SUNDAY, 10 MAY 2009 Julia Feher won the 2009 IFSA Deloitte Future Leaders award for this paper, which looks at the different ways that the financial advice industry can ensure quality advice for clients whether the markets are up or down. Feher explores how the market ... Read more JOHN BASSILIOS | SUNDAY, 10 MAY 2009 With Australia showing a resilient economy through the global financial crises and looking like having a booming financial services industry, it's no surprise that overseas companies want a share of the Australian market. John Bassilios explores ... Read more SUZANNE DUNCAN , SHANKER RAMAMURTHY | SUNDAY, 10 MAY 2009 In this report, Suzanne L. Duncan and Shanker Ramamurthy from the IBM Institute for Business Value endeavour to find answers for the question: How will the financial markets industry make money in the future? The global financial crisis has exposed ... Read more DEAN RUSHTON | SUNDAY, 10 MAY 2009 Dean Rushton writes about the findings of the independent consumer research into the behaviours and motivations of homebuyers in the market. The study was commissioned by Loan Market last year and included focus groups made up of first home buyers ... Read more ALAN SHIELDS | SUNDAY, 10 MAY 2009 In this report, Alan Shields discusses the study done by research firm Retail Finance Intelligent into the changes in saving behaviour among consumers since mid-2008, using economic data and the results of The Australian Savings and Deposits Council ... Read more |
Latest News
Count shutters limited-advice business, slips in size ranking
Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.
Centrepoint Alliance acquires two advice firms
Centrepoint Alliance will acquire Queensland financial advice practices Cairns Wealth and Pinnacle Wealth for $3 million from Astute Financial Management.
Small pocket of failed measures can 'blow the entire business': Anderson
FAAA general manager of policy, advocacy and standards Phil Anderson warned licensees to improve their control measures for authorised representatives to avoid any unintended consequences.
AFCA puts InterPrac determinations on ice
The Australian Financial Complaints Authority (AFCA) is pausing all InterPrac Financial Planning-related determinations as court proceedings instigated by the latter are underway.
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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.








