May 2013:
Digital content

A guide to the Professional Planner May 2013 edition and links to authors and additional content.

features

08 – focus on FoFA
Beware the cookie (cutter) monster

10 – forum
A question of style in Australian equities

14 – cover story
How a national university curriculum for financial planning
will produce a stream of “entry-level” professionals
The full Professional Planner 2013 University course guide.

22 – best practice
Who is the discovery meeting really for?
Martin Mulcare

26 – technical
Future challenges for aged care
Louise Biti

29 – in focus
On the REIT track in Asia

35 – self-managed super
Once is never enough for a trust deed
Tony Negline

36 – self-managed super
Tenants in common versus joint tenants
Bryce Figot

38 – sharemarket
A fresh look at broker forecasts
Ron Bewley

40 – risk
How to future proof life insurance arrangements
Richard Weatherhead

42 – professionalism
Who are we really protecting?
Robert MC Brown AM

regulars

04 – from the editor
A glimpse of a professional future
Simon Hoyle

06 – wrap
A round-up of the month that was
Andrew Starke

by association
34 Graeme Colley
44 Mark Rantall
45 Deborah Kent

46 – Final Word
Black Caviar causes a nagging suspicion
Dixon Bainbridge

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Escala looks to national expansion one year on from Focus deal

Escala looks to national expansion one year on from Focus deal

High-net-worth specialist advisory Escala is looking to expand beyond Sydney and Melbourne to become a national brand, a year on from a restructuring of the business by US-based Focus Financial Partners.

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