Advisers get satisfaction but may jump ship anyway
Australian financial planners are generally happy with their insurance providers but have no qualms about switching to competitors if they experience poor support or service.
November 11, 2011
Court to question Hobson’s choice
A former Sydney-based financial adviser faced a Sydney court this week charged with fraud following an ASIC investigation.
November 10, 2011
Super funds consider advice options
The expansion of scaled advice is not necessarily a threat to the broad-based financial advice offered by financial planners, according to Jo-Anne Bloch, partner and financial advice leader at Mercer.
November 10, 2011
Future2 Wheel Classic finish line
Ray Griffin and Peter Bobbin, founding trustees of the Future2 Foundation, cycled into Sydney last Friday afternoon completing the 1250km journey from Bourke to Sydney as part of the Wheel Classic fundraising event.
September 19, 2011
Cycling towards a $100,000 goal
Day seven of the Future2 Wheel Classic gets underway today and so far the event has seen its efforts raise $65,000 of the $100,000 goal. The next two days are set to test the cyclists when the route takes them over the mountains from Crookwell to Nowra.
September 12, 2011
Bobbin and Griffin on the road again
Ray Griffin and Peter Bobbin, founding trustees of the Future2 Foundation, are set to cycle a 1250km marathon for the second time, when the Future2 Wheel Classic 2011 fundraiser begins tomorrow morning.
September 06, 2011
Value, transparency – it’s a wrap!
Despite a new wrap challenging the status quo with its low-cost, flat administration fee, key platform providers say they don’t feel the need to budge There’s always a better way of doing things So there’s FoFA and there’s markets, and the two have collided together.
September 01, 2011
When I’m … 65: We shall scrimp and save
So it is important to plan early for the age 65 changes so that your clients are ready. THE YEARS BEFORE AGE 65 Not everyone will retire at age 65 WHAT HAPPENS AT AGE 65? TAXATION CONCESSIONS AT AGE 65 SUPER CONCESSIONS AT AGE 65 5
August 01, 2011
Changing times test technology
The financial service technology company IRESS believes opt in “will happen, one way or another”.
July 01, 2011
