Latest News
ALEX BURKE
An advice association has finalised a referral arrangement with a $7.6 billion super fund.
KARREN VERGARA
Boutique Sydney wealth management firm Affinity Group acquired a stake in a Brisbane financial planning practice, boosting its funds under advice to more than $500 million.
JAMIE WILLIAMSON
Another financial advice group is embracing managed accounts, partnering with provider managedaccounts.com.au to create a bespoke solution.
EMMA RAPAPORT
Advisers need to be clear on the key differences between environmental, social and governance factor based investing and socially responsible investing if they are going to remain helpful to clients.
Latest White Papers
DAVID HEATHER   It wasn't that long ago that financial services was all about specialisation. Stockbrokers looked after people's equities portfolio, investment managers provided managed funds ...
DARREN STEVENS   In this paper we outline current global trends in wealth management platforms and identify key future social and technology trends that are going to radically transform the industry ...
SIMON O'CONNOR   Late last year an outrage occurred in New Zealand when it was revealed that all the default KiwiSaver funds on the market were holding investments in companies that either produced ...
CLAUDINE SIOU   Existing rules apply until 30 June 2017 making it easier to plan for non-concessional contributions before the caps drop dramatically on 1 July 2017. Clients eligible to bring-forward ...
DAVID LOADER   Life insurance plays a vital role in the modern life, supporting people during difficult time. But despite the social good that stems from it, the industry has a less than flattering ...
RAHUL SINGH   Prior to 1 July 2014, when considering total and permanent disablement (TPD) insurance, advisers typically considered the advantages and disadvantages of owning the cover inside ...
HELENA GIBSON   Helena Gibson is at Perpetual in their platform division. Initially she details an important innovation that Perpetual has created called the WealthFocus Investment Advantage.
TIM KEEGAN   Today, SMSFs control $600 billion in assets. That's one third of all superannuation money invested in Australia, making them the largest and fasted growing segment in Australia's ...
DAVID O'CONNELL   It's now been several months since Scott Morrison handed down his first Federal Budget on 3 May 2016, with significant proposed changes to the superannuation system.
NICKI DOYLE   No matter what we're buying, we all want a good customer experience - we want to think 'wow'. As consumers, we're becoming increasingly aware of what great customer ...
LING WANG   The Australian government has provided income support to eligible retirees since 1909. This has been achieved mainly through the provision of the Age Pension and several supplementary ...
RAHUL SINGH   1 July 2017 heralds the start of a new set of rules relating to superannuation. A number of changes affect payment of a superannuation death benefit, requiring a change of thinking.
ANN HERRMANN-NEHDI   In today's world it's increasingly challenging to grow top-line revenue, win new business, maintain client loyalty and retain top sales talent. The organisations that can ...
GERARD MAGNER   The collapse of the Westpoint group and the loss of many millions of dollars of investors' funds has been the subject of much publicity. ASIC has recently announced that it ...
JOHN BASSILIOS   A new regulation has been recently introduced in relation to AFSL holders' compensation requirements under section 912B of the Corporations Act while ASIC has released a consultation ...
ALLISON DUMMETT   The role of the traditional financial adviser is increasingly being performed cheaply by industry super funds and automated advice services. Time is running out for advisers who ...
JIM STACKPOOL   While some are facing their financial fears with bravado, others are keeping them hidden. On one end of the spectrum, younger people are wondering if they'll ever get into the ...
NAOMI CHRISTOPHER   The rapid evolution of digital, mobile and social technology has propelled the financial advice industry into an era of transformative agility and adaptability. Australian financial ...
MARTIN BRECKON   In a post FoFA world, the philosophy of best interest duties has become a part of doing business. though we can make a recommendation to hold life insurance cover in super, what ...
Link to something 4UUucbYZ