Credit: How Irish is Australia?

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Summary Ireland has gone from financial market darling to a challenging credit in the space of three years. With a similar concentrated banking system that has a high exposure to... Read more continue reading

White Paper: How important is Currency?

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Currency Background Currency markets are one of the largest and most liquid in the world. Economic variables like interest rates, economic growth, inflation and productivity are some of the drivers... Read more continue reading

What do financial planners want from industry reforms?

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It seems the people most effected by the proposed reforms of the financial advice industry have had very little say in what reforms are needed and how they should be... Read more continue reading

Life touches on the general

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The bad news was that my dishwasher broke down the other day. The motor went. The good news was that general insurance covers motor failure in fridges and dishwashers and... Read more continue reading

Opting in for a happy new year

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Australia Day marks the official end of summer holidays for me and so, now it’s almost February, it’s time to focus on the main issues affecting financial advisers in 2011.... Read more continue reading

Let’s kickstart the retirement debate in 2011

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Greetings and Happy New Year First our thoughts are naturally with all the clients and colleagues affected by the recent floods. In particular the many regional advisors who are working... Read more continue reading

Scale remains the name of the game

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While much has changed in wealth management over the last decade one thing hasn’t; the pursuit of scale and to this end the CEOs managing financial services companies continue to... Read more continue reading

Ethics and Financial Advice: The Final Frontier

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I attach a report entitled “Ethics and Financial Advice: The Final Frontier” recently released by me to key stakeholders in the Financial Services Sector. The report outlines the results of... Read more continue reading

Let them know it’s Christmas

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Last week I suggested that calling clients makes good business sense. This week I’m happy to say that some financial planners are going above and beyond by sending Christmas cards... Read more continue reading

Call me

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Blondie came to town last week and I was fortunate to catch the grande dame of rock and was swept up with the rest of the crowd for her Call... Read more continue reading