Investment WOLF SCHUMACHER | MONDAY, 1 AUG 2011 This article provides an introduction into the fast developing world of cloud computing for accounting and advice firms, and particularly for those, that administer self-managed super funds (SMSFs). Read more Applied Financial Planning WOLF SCHUMACHER | MONDAY, 1 AUG 2011 This article provides an introduction into the fast developing world of cloud computing for accounting and advice firms, and particularly for those, that administer self-managed super funds (SMSFs). Read more LINDSAY STODDART | THURSDAY, 17 NOV 2011 Today, in the financial planning and accounting world, many of our duties will be compliance duties or statutory duties. However, duty of care issues will continue to raise the possibility of litigation arising from the common law duty (tort) of neg ... Read more Insurance RICHARD KLIPIN | THURSDAY, 17 NOV 2011 The focus of the Risking Everything research, conducted by CoreData on behalf of the Association of Financial Advisers, is to investigate in a more detailed way how Australian consumers are addressing risk, in particular their life insurance and corporate ... Read more YONG JIAN KHOO | THURSDAY, 17 NOV 2011 Life insurance serves various purposes, such as mitigating the financial impact of adverse events such as death or disablement; providing a means of private savings; and for funding retirement. Clearly, the amount of money an individual spends on life ... Read more Superannuation TONY NGUYEN | THURSDAY, 17 NOV 2011 It is important for financial advisers to understand not only the financial and social security impacts of residential aged care facilities and independent living arrangements. There are social considerations such as eligibility and suitability and ... Read more MATT DAVIS | THURSDAY, 17 NOV 2011 To protect and grow the wealth of their clients, financial planners must make significant changes to their traditional approach to portfolio construction and management and look at strategies designed not just to grow wealth but also to protect it. ... Read more |
Latest News
Advisers expect growth despite uphill challenges
Despite the current headwinds involving market uncertainties, rapid digitisation and the ageing population, financial advisers remain optimistic about what they can achieve over the next few years, a new report finds. However, the growth will not be captured easily.
Diversa drags Praemium into First Guardian lawsuit
Praemium and its subsidiaries are now caught up in the ASIC-led First Guardian legal saga, having been thrown in the mix by Diversa Trustees.
Poor succession plans expose advice firms to crisis events: Report
Most financial advice practices are ill-prepared to manage the sudden death or permanent disablement of a principal, according to new research, underscoring widespread gaps in succession and contingency planning.
Capstone joins forces with PictureWealth to form $22bn FUA planning network
PictureWealth Group has inked a landmark deal with national advice licensee Capstone Financial Planning, forming a combined business with 360 financial advisers and $22 billion in funds under advice.
Further Reading
Cover Story
Advice with soul
SACHA BURCHGART
FOUNDER AND FINANCIAL PLANNING SPECIALIST
BURCHEART
FOUNDER AND FINANCIAL PLANNING SPECIALIST
BURCHEART
Though she initially tried, Sacha Burchgart couldn't escape the call of a career in financial advice; it just took staring down her own mortality to see what's possible when you do things differently. Jamie Williamson writes.
Expert Feed
The global advice gap: why expat clients are harder to serve than they appear
Many Australians are building wealth abroad before ultimately returning home for retirement.
Genetic testing reform is here. What advisers need to do next
The reform not only eliminates the impact from genetic tests but also the underlying health risks for those that chose to "stay in the dark".
Helping clients stay the course in volatile markets
Fidelity International's recent research shows many investors are maintaining a "long-term" perspective despite recent market turmoil.
How to distinguish strong regional markets from regional growth stories
Regional markets should not be treated as a single investment category when only a select few have the economic depth to deliver consistent performance.
