Tom Collins

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Financial planning

30 Mar

The death of the managed fund

Some of you must wonder sometimes whether I enjoy being in the financial serv-ices industry. Well I do. Few other industries could be more dynamic, more suited to electro...

Financial planning

02 Mar

Will we ever get over Sealcorp envy?

Advisers never cease to amaze me. I thought I was beyond shock as far as the ego and greed of some advisers were concerned. But from recent articles I have read; conversa...

Financial planning

03 Feb

Sorry…there's no excuse for ignorance

This is supposed to be the information age, but no one has told the financial planning industry. This has to be the industry that has the least information available abou...

Financial planning

16 Sep

Are advisers failing wealth accumulators

Is financial planning for most advisers an academic exercise? ...

Financial planning

16 Sep

Are advisers failing wealth accumulators

Is financial planning for most advisers an academic exercise? ...

Financial planning

22 Jul

Financial services industry can’t shake puberty blues

I have agonised over writing this particular column. I was a foundation member of the IAFP; on the steering committee that set up the Certified Financial Planner (CFP) de...

Financial planning

24 Jun

Are we simply too wrapped up in wraps?

Australia's financial services watchdog has just handed down its vi-sion of how wrap accounts should be regulated. ...

Financial planning

29 Apr

Take our big ‘A’ advice, BDMs earn their keep

I remember, when discretionary master trusts were becoming popular in the mid-nineties, business development managers (BDMs) employed by fund managers were concerned abou...

Financial planning

10 Apr

Financial services industry can't shake puberty blues

I have agonised over writing this particular column. I was a founda-tion member of the IAFP; on the steering committee that set up the Certified Financial Planner (CFP) d...

Financial planning

31 Mar

Adapting – and surviving – in an everchanging world

Two events of the past month have the potential to turn the retail financial services market on its head. Tom Collins examines the possibilities opened up by the sale of ...