Larissa Tuohy

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Financial planning

23 November 2005

You want to run a hugely successful financial planning business that gives you a high level of personal satisfaction and the respect of your peers....

Financial planning

20 November 2005

A lifestyle choice for planners

What is lifestyle planning? Conceptually the idea is simple – it is used to help clients define how they want to spend the rest of their lives, cost this desired lifestyl...

Financial planning

20 November 2005

Go live: surviving an IT upgrade

Well, enlightened people. Let it be known that I too have joined the digital age....

Financial planning

20 November 2005

Sue Merriman: Making your final bequest

According to Sue Merriman, BT Financial Group’s head of technical, more advisers need to be aware of the importance of beneficiary nominations when creating estate plans ...

Financial planning

20 November 2005

Cleaning out the cupboards: product rationalisation

A recent Investment and Financial Services Association (IFSA) industry forum heard compelling evidence as to why product rationalisation is an issue that will increasingl...

Financial planning

20 November 2005

Looking further a field

Hungarian banks, chewable tobacco and other exotics are part of the stuff of global stock stories that excite these specialist managers....

Financial planning

20 November 2005

Conflicts: the industry has its say

Abstract Long...

Superannuation

20 November 2005

Judgment time: rating super choice

Advisers are drowning in choice – that is, a growing choice of information and new research available to help them get the requisite levels of documentation they now requ...

Life/Risk

20 November 2005

Asset protection: the value of business insurance

Business insurance is seen by many advisers as an area to steer well clear of – it is seen as too complex and therefore best left to those who fully understand all the in...

Financial planning

20 November 2005

Anthony Serhan and Robin Bowerman: Freedom of information

Morningstar’s head of consulting Anthony Serhan will join Vanguard’s head of retail investment Robin Bowerman in a session covering the importance of after-tax returns....