Ethics & Governance Articles

Showing 31 to 40 of 43 articles:
DAVID HEATHER  |  TUESDAY, 3 NOV 2015
It wasn't that long ago that financial services was all about specialisation. Read more
Darren Stevens
DARREN STEVENS  |  TUESDAY, 3 NOV 2015
In this paper we outline current global trends in wealth management platforms and identify key future social and technology trends that are going to radically transform the industry over the next five to 10 years. Are the business plans, models and ... Read more
JOHN PRICE  |  TUESDAY, 3 NOV 2015
I've been at ASIC since around the time when financial institutions - including credit unions, building societies and friendly societies - transferred from the previous state supervisory regimes to Commonwealth regulation and supervision. Read more
IOOF TECHNICAL SERVICES  |  TUESDAY, 3 NOV 2015
On October 20, 2015, the Government's response to the Financial Systems Inquiry (FSI) was released by the Treasurer, Scott Morrison and Assistant Treasurer, Kelly O'Dwyer. The Government's response had originally been scheduled for release ... Read more
COUNT FINANCIAL  |  TUESDAY, 3 NOV 2015
For accountants who add financial advice to their offering, working out the best way to price their advice can be daunting. We spoke to Hayden Lewis from Cox Partners about his firm's pricing model. Read more
Julie McKay
JULIE MCKAY  |  THURSDAY, 11 DEC 2014
Leverage, specifically borrowing to invest, is often viewed in terms of its features, the potential to magnify gains and deductibility of interest. Of those who appreciate the benefits of gearing in a wealth accumulation strategy, many still tag margin ... Read more
MARTIN BRECKON  |  THURSDAY, 11 DEC 2014
In a post-FoFA world, it has never been more important for financial advisers to understand and ensure they meet the prescribed best interests duty for their clients. Read more
Eleanor Dartnall
ELEANOR DARTNALL  |  THURSDAY, 11 DEC 2014
2014 Association of Financial Advisers Adviser of the Year and Dartnall Advisers principal Eleanor Dartnall discusses the importance of educating your clients. Read more
MIKE SIKAR  |  THURSDAY, 11 DEC 2014
Not knowing what to do with a large inheritance a few years ago, thirty-something Sydney executive John Smith decided to play it safe by simply putting it in the bank. Given the state of the share market at the time, parking the money in cash wasn't ... Read more
HELEN ZHU  |  THURSDAY, 11 DEC 2014
It's tough to get a handle on China's economic growth. Ask officials: "Why do you think growth is going to be 7%?" The answer often is: "Why do you even ask this question? We told you it's going to be 7%." Read more