Planners prepare for retirement shockBY MICHELLE BALTAZAR | MONDAY, 20 JUL 2009 12:45PMFor all the debate on adviser fees, the future of planners might actually hinge on their soft skills and how well they serve the most influential generation of our time - the baby boomers - predicts a planning expert. |
Editor's Choice
Value versus growth: Market expectations in 2024
In 2022, concerns about rising interest rates and the Russia-Ukraine war brought fundamentals back into focus, creating numerous opportunities for value investing to generate alpha. Then transitioning to the first half of 2023, that period saw significant performance for growth stocks. What's next?
Aware Super appoints general manager, strategy and transformation
The $175 billion superannuation fund has recruited from Deloitte for the newly created role.
Jinding funds management division spun off
The funds management division of Australian property group Jinding has launched as its own entity.
CFA Society Australia launches
CFA Society Australia has been launched following the amalgamation of three local CFA Societies.
Products
Expert Feed
Why advisers should consider offering general insurance to HNW clients
I have read many articles over the years about servicing high-net-worth (HNW) clients in the financial services industry.
The role of AI in financial planning: Insights from the US
Ever since ChatGPT burst onto the scene late last year, generative AI has been front and centre of business discussions and financial planning, just like ...
Considerations when nominating a charity for your super upon death
There has been a lot of talk lately about the upcoming great wealth transfer, and you might be wondering where charities fit into all this.
The end of free money
With institutional investors prudently reassessing their risks in current market conditions and seeking safe havens in alternatives such as secured private ...
Featured Profile
Robert De Dominicis
CHIEF EXECUTIVE OFFICER
GBST HOLDINGS LIMITED
GBST HOLDINGS LIMITED
It was during a family sojourn to the seaside town of Pescara, Italy, Rob DeDominicis first laid eyes on what would become the harbinger of his future. Andrew McKean writes.
