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
The party’s over as Europe gets serious (sort of)
Last week, the leaders of the Euro zone economies announced a package of measures designed to restructure Greece’s public debt, and recapitalise Europe’s banks that are set to take a "voluntary" haircut on their holdings of Greek debt. Markets initially responded to the package extremely positively. Share prices soared in the 24 hours or so following the announcement. I hate to sound like a party pooper, but…
November 01, 2011
A super DIY investment strategy
Ron Bewley maps out a simple and effective equity investment strategy.
November 01, 2011
Why the best fund managers will bounce back strongest
The best fund managers will emerge from the current global financial turmoil in better shape than their peers, according to one of Australia’s leading fund analysts. The challenge is to identify now which fund managers have the right combination of skill and good people to weather the storm and bounce back strongest.
October 27, 2011
Like Rocky, write off the US at your peril
Like Rocky Balboa, while you may knock the US economy down, you may not be able to knock it out. The problem with much of the data used to analyse the economy is that it is backward-looking - it reports things that have already happened. Fidelity's Andrew Webb examines the US's constant ability to surprise.
October 25, 2011
Planners and philanthropy – putting your profession in context
A solid understanding and application of donor psychology can increase the yield from fundraising appeals by 30 per cent - all by following a few steps.
October 21, 2011
Safe oil majors – an opportunity for equity investors
When we think about oil, most of us think petrol to fill the car. But our economy is far more dependent on oil than we commonly recognise. The infrastructure which has been built around our oil-based economy is scary. Imagine if we were to switch to solar power tomorrow.
October 21, 2011
The economic impact of the resources boom
We may have been caught in the world financial market contagion arising from European and US sovereign debt difficulties combined with the prospect of weak growth. But we’ll get through the current soft patch in the economy.
October 18, 2011
Australia’s best fund managers named
Schroder Investment Management Australia Ltd has been named overall Fund Manager of the Year The S&P Fund Awards are now in their eighth year in Australia and recognise excellence within the Australian fund management industry Fund Manager of the Year Schroder Investment Management
October 14, 2011
Nine tips for client engagement
Matt Linnert says if you truly engage a client, they’ll subconsciously find your services more valuable.
October 06, 2011
