Powered by MOMENTUM MEDIA
investor daily logo

Analysis

default image

17 September 2007 • By Columnist • 1 min read

Financial planning wants you

The discipline, focus, dependability and leadership learnt in the armed forces makes military recruits a natural fit for the planning industry. On ...

READ MORE
default image

Learning from orthopedic surgery

Perhaps one of the main reasons planning is not a profession is because most advisers do not act as professionals in their dealings with their clien...

READ MORE
default image

Sub-prime mortgages, leverage and market contagion

To understand why the sub-prime crisis affected global markets it is important to understand long-short funds and leveraged strategies. Global bond...

READ MORE
default image

Westpoint auditor, researcher not yet out of the woods

Are KPMG and PIR out of the woods? Presumably Wealthcare and/or the Pollards can still join KPMG and PIR to the proceedings, but they will have to be ...

READ MORE
default image

Managing financial planning practice growth

Sound business management is crucial if the transition from a small practice to a medium-sized business is to be achieved successfully. Financial p...

READ MORE
default image

Be careful what you wish for

If planners are fiduciaries, what sort of fiduciaries are they and what rules apply to them? Further, what is a fiduciary anyway? There's a debate ...

READ MORE
default image

The change in climate for investors

Increasing attention to environmental and social issues will impact on future corporate revenues, profits and investment returns. Investors, consu...

READ MORE
default image

Think like a business owner, not just an adviser

Best practice suggests the face-to-face time of advisers, including those who are working owners, should be up near the 60 per cent mark. How do you f...

READ MORE
default image

Australia's first lady of financial planning

Australia's Gwen Fletcher has been appointed a Member of the Order of Australia (AM) in this year's Queen's Birthday Honours list for services to the ...

READ MORE
default image

Still pushing buttons

It is great to know I can still push a few people's buttons. IFA recently (issue 359) published a letter to the editor by an anonymous writer who was ...

READ MORE