June 2012: Digital Content

1 June 2012 15:53

Please click on the links below to access articles from Ray Henderson, Alan Shields, Robert MC Brown and Matt Linnert, along with a case study from Kelvin Boyd’s article on foreign super funds.

best practice
Ray Henderson sets out a simple guide to help practices
calculate the cost of delivering their services
CLICK HERE

hnwi
Success for any organisation lies in its customers,
and never more so than today, says Alan Shields
CLICK HERE

client psychology
How clients perceive your service is more to do with them
than it is to do with you, says Matt Linnert
CLICK HERE

the profession
Robert MC Brown says FoFA won’t be at the top of
the Coalition’s to-do list if they win power
CLICK HERE

self-managed super
Case study
This case study should be read in conjunction with the article on
pp 40-41 of the June 2012 edition of Professional Planner
CLICK HERE

Best Practice, Digital Content, help, practices

‘Material uncertainty’ over Sequoia as a going concern

What Australian advisers can learn from their UK counterparts about AI and client relationships

Budget and big super create tailwinds for advisers, licensees: Humphrey

UniSuper graduate program aims to train financial advisers through a full career path

‘Material uncertainty’ over Sequoia as a going concern

Sequoia Financial Group, the ASX-listed owner of the InterPrac financial advice licensee, has disclosed a material uncertainty over its ability to continue as a going concern as regulatory and legal actions engulf the licensee. Sequoia earlier flagged its intention to revive the sale of InterPrac as a precursor to trying once again to unwind a controversial deed of cross guarantee.

Simon Hoyle

August 28, 2026