November 2012:
Digital content

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

04 – from the editor
May the best managers win
Simon Hoyle – simon.hoyle@conexusfinancial.com.au

06 – wrap
A look back at the month that was
Andrew Starke – andrew.starke@conexusfinancial.com.au

08 – planner profile
A simple question
Paul Heanly, Hillross CBD

14 – philanthropy
Impact investing catches on

16 – insurance series
Innovate, or face becoming irrelevant
Click here to download a PDF file of this feature

20 – sharemarket
Helping clients’ money last as long as they do
Ron Bewley – ron.bewley@woodhall.com.au

24 – the profession
Self-managed super goes back to the future
Robert MC Brown – rmcbrown@bigpond.net.au

28 – cover story
Professional Planner | Zenith Fund Awards 2012
Inside Australia’s best funds management businesses

47 – special report
Slaying the retirement income beast
Click here to download a copy of the RA research paper, The glide path illusion

self-managed super
52 – Till death do we borrow
Bryce Figot – bfigot@dbalawyers.com.au
55 – The super debate has got out of hand
Tony Negline – tony@supercentral.com.au

58 – best practice
Prepare today for a sale tomorrow
Ray Henderson – ray@businesshealth.com.au

60 – technical
Tailored strategies for HNW clients
Assyat David – assyat.david@strategysteps.com.au

opinion
62 – Andrea Slattery
64 – Mark Rantall
65 – Richard Klipin

66 – final word
Men are from Mars – maybe they should stay there
Dixon Bainbridge – dixon.r.bainbridge@gmail.com

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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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