Larissa Tuohy

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Financial planning

25 Aug

Household savings rates in many OECD countries have fallen sharply in recent years, with the United States, Canada, Britain, Australia and New Zealand now having the lowe...

Financial planning

25 Aug

From little things, big things grow

Encouraging people to take baby steps to improve their finances and avoid the “grim reaper” of monetary disaster will be the focus of the Financial Literacy Foundation’s ...

Financial planning

19 Aug

SMSF advice: drawing a line

There is a degree of confusion by some practitioners in the financial planning and accountancy fields as to the ability of an accountant to give advice to a client of the...

Financial planning

12 Aug

World of opportunity

Australia has long been known as the world’s largest exporter of beef, but we are increasingly being globally recognised for our brains. According to research by Austrade...

Financial planning

10 Aug

Back to school for financial planners

In 2007, the Financial Planning Association of Australia (FPA) will set a global precedent by requiring all advisers wishing to gain its senior qualification, Certified F...

Life/Risk

05 Aug

Underinsurance - we’ve only got ourselves to blame

The life insurance sector has contributed to the underinsurance of Australians by over-engineering products so that they are poorly understood by customers, according to ...

Financial planning

05 Aug

Alpha decay - teething problems for boutiques

Fund managers will find it increasingly difficult to generate returns for their investors, and larger, more established managers are likely to be the ones struggling to p...

Financial planning

02 Aug

Methodology: Health check for financial planning practices

The profitability statistics produced by Business Health are based on responses to their HealthCheck program. This is a web-based diagnostic tool designed to allow practi...

Financial planning

02 Aug

Bigger could be better – for profits

The introduction of the Financial Services Reform Act has had a major impact on practice profitability – especially for smaller businesses that do not have the scale to e...