Tags » Financial Planners

Keefe Gorman- Foodnet Meals on Wheels

One of the Consumers’ Research Council of America Top Financial Planners, Keefe Gorman advises clients on wealth management issues. Active in charitable endeavors, Keefe Gorman supports Foodnet Meals on Wheels. 158 more words

Keefe Gorman

Value Is Not Always Measured In Dollars

As financial planners, we are often focused on building and protecting a family’s financial net worth.  Something our clients have worked on for many years with the hope that one day, they won’t have to work for a living.  270 more words

27 Oct 2014 (TheAge) - The response to the Commonwealth financial planning scandal shows banks really are above the law

(27 Oct 2014, The Age, BusinessDay, p21, Michael West)

‘Met a bloke the other day who had lost the lot. He inherited a fortune, trusted a bank to invest it for him. 51 more words

1.Market Observations

Would you expect to complete a risk profile when booking a holiday?

It’s no so stupid as it sounds but you would not expect a travel agent to gicve you a risk profile questionnaire that asks of your fear of accident when travelling by plane, cruise liner, ferry or car. 64 more words

Risk Profiling

24 Oct 2014 (AFR) - Public shaming for rogue planners (on shame file)

(24 Oct 2014, AFR, p1, Patrick Durkin)

‘Investors will be able to identify bad apples in the financial planning industry through the creation of a public register which reveals penalties, bans and sanctions against rogue advisers. 42 more words

1.Market Observations

14 Oct 2014 (TheAge) - Register of financial planners pre-empts government site

(14 Oct 2014, The Age, BusinessDay, p21, Adele Ferguson)

‘A national register of financial planners armed with a consumer-led rating system could help shine a light and become a “game changer” for an industry that lacks transparency and has raised alarm bells for years. 157 more words

1.Market Observations