GFC

Strap in for an exciting year in markets

The volatility we are experiencing is a reflection of a very new reality, a reality that will hit home – particularly for those who paid too much for growth and high-beta small caps.

Roger MontgomeryJanuary 22, 2019

Advice without borders

Caroline Bell moved to Berlin three years ago but still manages to advise clients and operate in her financial planning practice based in Melbourne.

Johanna RobertsJanuary 11, 2019

Dealing with clients addicted to income

Max Newnham shares his tips for advising clients whose misconceptions have them clinging to residential property, listed equities or guaranteed bank deposits.

Max NewnhamNovember 27, 2018

Next downturn won’t be ‘that bad’: J.P. Morgan

The investment giant has predicted that, while key risks abound, global markets are much more stable than before and any downturn won’t be as dramatic as the GFC.

Tahn SharpeOctober 10, 2018

The client revisited: More than ever, expect the unexpected

An accident led to miner Brant Walton bringing forward his retirement. His financial planner explains how he made it work – and why the experience reflects how advice has changed.

Mark StorySeptember 13, 2017

How the GFC changed this planner’s business model

The worldwide crash of investment markets forced Raymond Pecotic to take a hard look at what he could and couldn’t control about his business – and to make changes as a result.

Johanna RobertsApril 24, 2017

AFA compels advisers to guide “lucky country”

Financial advisers should not shirk their responsibility to restore consumer confidence in the face of market fluctuations and doomsday headlines. Klipin sites research from the AMP Klipin tasked financial advisers with communicating the good news to consumers.

Andrew StarkeMay 24, 2012

Superannuation

Has the GFC turned Gen X into super savers?

The total contribution of superannuation towards Australians’ net wealth is on the increase with research finding that younger people are engaging more with their super than ever before Greater awareness of retirement income shortfalls and the GFC experience are driving factors, with the Self-Managed Super Fund Professionals' Association of Australia (SPAA) predicting that the trend will continue.

Andrew StarkeJanuary 12, 2012

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GFC

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Strap in for an exciting year in markets

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Advice without borders

Advice

Dealing with clients addicted to income

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