In The Media

Despite everything planners still most trusted source

Despite all the negative publicity, financial advisers are the most trusted source for getting financial advice, and this is particularly the case for Generations Y and Z, according to new cross-generational research conducted for ING by actuarial research house, Rice Warner. According to the research, baby boomers and Gen X are turning to advisers to…
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50 Cheap And Fun Activities To Do With Your Kids

Let’s face it, it’s easy to fall into the trap of spending lots of money trying to provide entertainment for your kids in this day and age. I remember when my parents would pretty much open the front door and say “Be home before dark, don’t get it trouble” and leave us to make our…
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Money Support Options for a Job Loss

Please take note that you should consult your adviser first before taking some action from this article. Losing your job is one of the difficult things anyone can face. Fortunately, the Australian Government Department of Human Services can help you immediately following your job loss, firing, or retrenching. Centrelink is responsible for helping unemployed and…
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Networking

Top Referral Tips for Financial Advisors

Asking for referrals is never easy. It can be difficult to find the right balance between being aboveboard in presenting yourself and your services – with an aim to make a sale down the line – and being pushy to the point of annoyance. And yet referrals are an important part of any financial advisor’s business, and…
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Not in members best interests?

  The fund’s former head of property Jack McGougan made the accusations in a multi-million-dollar Federal Court action launched this week against AustralianSuper.   Mr McGougan claims he was forced out of his $500,000 a year job for opposing moves by chief investment officer Mark Delaney and director Brian Daley to invest in industry-fund controlled…
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Woman showing data using her laptop

The perils of backing one horse

One of the most common mistakes in active equity portfolios is a failure to diversify across managers, writes Willis Towers Watson’s Leslie Mao. There are many reasons why investors are not getting the most out of their active portfolios. This could be due to having a large home-bias, imposing constraints or not letting their active managers take…
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Old man walking by the beach

Are you one of the 20% falling short?

It is believed that Australians are underestimating by up to 20 per cent the amount of money they’ll need in retirement, according to a new survey from global investment manager Schroders. The responses, collected from active Australian investors*, reveal a mismatch between the income people believe they need in retirement and the actual cost of…
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Two cocktails on a table

Financial services failing women: report

As women gain greater financial confidence and independence, there is a significant opportunity for the financial services industry to help women grow and manage their wealth, says ING Direct. Taylee Lewis reports that the 2015 ING Direct Women & Finance Report found that while the pool of wealth accessible to women will significantly deepen, the…
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Citi Building

Case Study in Professional Ethics

The Citicorp Center Design In the early 1960s, Citicorp’s headquarters, located at 399 Park Avenue in Manhattan, became too small for the company’s ongoing growth and expansion. At the same time, St. Peter’s Lutheran Church, constructed in 1905 and in need of serious repair without the funds to do so, began to consider selling its…
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