28 August 2009 | In the final part of their series on the risks of margin lending, PAUL RESNIK and PETER WORCESTER conclude that planners need to stress test a client’s portfolio in order to mitigate potential Black Swan events.
13 August 2009 | Regulators must infuse personal integrity into provision of financial advice.
6 July 2009 | Peter Worcester and Paul Resnik continue their examination of the risks involved in borrowing to invest.
1 June 2009 | Paul Resnik and Dan Ratner share their different industry experiences to present this insight into the future of financial planning.
24 May 2001 | Financial planners face a paradox with gearing as using it to boost a client’s overall returns increases risk.
1 March 2001 | Weeding out non-profitable clients is a critical part of running a successful business, however many financial planners lack the confidence to confront these clients, according to consultant Carol Davis.
1 March 2001 | “We’ve been together for ten years and all the original members are still on board. We are often asked how we have managed to keep working together for this long because it is so rare.”
14 September 2000 | While agricultural investments take off there are some traps to avoid.
Beverly Houterman and Paul Resnik detail what areas need to be considered.
20 July 2000 | Are regulators and financial services associations on top of the issues surrounding gearing?
19 July 2000 | Are regulators and financial services associations on top of the issues surrounding gearing?
That is the question consultant Paul Resnik is asking after analysing the response to the upcoming Gearing & Investing conference which kicks off in Sydney next week.
6 July 2000 | Financial advisers will soon be rated by Queensland-based Adviser Ratings in or-der to provide consumers with a guide to financial advisers.
6 July 2000 | The financial services industry’s current obsession with star ratings opens up a can of worms for consumers and the industry.
6 July 2000 | Greg Sullivan, the keynote presenter at the CFP Conference in Hobart suggested that putting process around what planners do well is a major imperative for planners (Money Management, July 8).
8 June 2000 | “That’s good – I get an applause before I say anything. Oh, I see – for the tie.”
James Doogue, revealing the real secrets of successful public speaking.
14 April 2000 | Mercantile Mutual has signed a deal with ProQuest to use ProQuest’s personal financial risk profiling system on the MercAdviser Web site.
13 April 2000 | "I have to be in Sydney at 6am tomorrow and I don't know why I should be here. Now I do and I wish I had been told, because I've had a few along the way."
BT long timer Terry Power accepting his Deloittes lifetime achievement award at the Money Management Fund Manager of the Year awards.
17 February 2000 | Last month, Australia’s investment watchdog fired out a missive to investors alerting them to the dangers of the margin lending market. Samantha Walker asked the in-dustry whether advisers are taking too much of a gamble by recommending margin lending in the present buoyant climate.
20 January 2000 | Industry pundits believe that planning groups and fund managers could be set for a tough year in 2000, following 1999 buying revelry. Samantha Walker investigates just who’ll come up trumps.
28 October 1999 | "I can calculate the motions of the heavenly bodies, but not the madness of people." Sir Isaac Newton, losing investor in the South Sea bubble.
One suspects that Sir Isaac would be almost as delighted and amazed by what is now understood about investor behaviour as he would be by late twentieth century advances in the space sciences.
16 September 1999 | With branding increasingly becoming a hot issue in the financial planning industry, it is it possible to sell advice in the same way as a McDonald’s hamburger or a bottle of Coca Cola?
16 September 1999 | “That’s how you become a good futurist – deny all previous statements.”
13 May 1999 | "I'm not used to being on this side of the merger desk."
Merger veteran Mike Wilkins is unsure of his position following RSA's successful takeover.
"AMP promised last week that they would not have any further meaning-ful acquisitions in the near future. This latest announcement is en-tirely consistent with that promise."
Paul Resnik contemplates AMP's latest foray into financial planning - the acquisition of Godfrey Pembroke.
"I stayed on the board so I would always have a room when I ne
15 April 1999 | Wrap accounts have been one of the big conversation starters at recent industry gabfests. Paul Resnik asks if the whole debate is missing the most important person, the client.
4 March 1999 | While the industry has devoted many recent hours locked in grave debate over the future impact of wrap accounts, a new survey has concluded that very few advisers understand wrap accounts.
4 March 1999 | Industry consultant Paul Resnik has lambasted wrap service manufacturers for failing to listen to ultimate needs of the client.