August 2012:
Digital content

A guide to the Professional Planner August 2012 edition and links to authors and additional content.

05 – from the editor
Cracking the code of good advice
Simon Hoyle – simon.hoyle@conexusfinancial.com.au

06 – wrap
A round-up of the month that was
Andrew Starke – andrew.starke@conexusfinancial.com.au

08 – advice in action
Getting runs on the board

Winning clients’ trust as a first step

14 – planner profile
It’s time
John McMurdo, Fitzpatricks Financial Group

20 – best practice
Time for a reality check in the referral relationship
Martin Mulcare – martin@scat.com.au

22 – the profession
Lack of trust is no conspiracy theory – it’s real
Robert MC Brown – rmcbrown@bigpond.net.au

24 – special report
Courage of conviction among ‘concentrated’ managers
To download a PDF of this Special Report, please click HERE

28 – cover story
Ten steps to bulletproof advice
Minimising complaints from clients, and defending them if they
get as far as FOS, is simple when there’s a roadmap to follow.

self-managed super
34 – Inflation a bigger headache for retirees than for workers
Tony Negline – tony@supercentral.com.au
To read an extended version of Tony Negline’s column, including charts, please click HERE
36 – International challenges and opportunities in super
Kelvin Boyd – kboyd@globalpensionsgroup.com
To download a PDF of this three-part series, please click HERE

38 – investing
Being responsible has never been so easy

40 – portfolio construction
Ignore the noise, and have a simple plan

opinion
42 – Mark Rantall
43 – Robbie Campo
44 – Graeme Colley
45 – Adam Smith

46 – final word
Leaving, on a jet plane – en route to Sardanapalia

 

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How a disappearing adviser exposed vulnerabilities in the governance chain

How a disappearing adviser exposed vulnerabilities in the governance chain

On the face of it, she looked like the model adviser. She was respected by her peers, her advice was good, she regularly won awards, and her clients loved her. Then she started pre-charging clients fees for service, took the money, spent it, and disappeared. That disappearance was ultimately how Count found her.

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