Since emerging around a decade ago, the term ‘Wealth Management’ has become a sort of default moniker for a wide range of financial services and offerings, similar to ‘climate change’, ‘fat-reduced’, and ‘social networking’. The term has been used (and abused) by many...
How would people feel if some of the money they paid when buying their house included a payment from the local government authority back to the real estate agent? How about if the payment was made not just in the year of purchase, but every year that person owned the...
In her recent SMH Money article – “The boom and the gloom” – Nicole Pederson-McKinnon again draws our attention to Australia’s two-speed economy. If you’re not riding the mining boom, she says, you’re probably finding the financial landscape rather gloomy. The...
“Every adviser knows that if they have to prove that they are worthy of trust, however good may be their arguments, in fact, their trust is gone.” Walter Bagehot (1826-1877). English social scientist and literary critic, editor of The Economist. Regardless of whether...
“Many in the industry are currently distracted by ‘IPO-envy’.” Alan Logan – GM Practice Management, MLC Alan Logan has long been a great commentator of the market. I believe his recent comment is spot on. Bankers and their deals are flocking to our booming industry...