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
Allianz Retire+ adds 'industry first' feature to AGILE
Following industry feedback, Allianz Retire+ has made some updates to the Allianz Guaranteed Income for Life (AGILE) product it launched earlier this year.
Industry needs better retirement advice blueprint: Expert
Longevity risk, a greying population, and the proliferation of retirement income products are forcing financial advisers to be better equipped in navigating a landscape that is becoming increasingly more complex, an industry expert says.
ASIC confirms adviser registration deadline
After receiving Royal Assent on November 27, ASIC is urging all financial advisers who service retail clients to register before the 1 February 2024 final deadline.
Young women report low financial literacy: NAB
Young Australian women are reporting lower financial literacy levels and are at greater risk of financial hardship, according to new NAB research.
Cover Story
Against all odds
MANISHA BHUDIA
SENIOR FINANCIAL PLANNER
WEALTHWISE PTY LTD
SENIOR FINANCIAL PLANNER
WEALTHWISE PTY LTD
Smashing glass ceilings takes courage, grit, and strength. Wealthwise senior financial planner Manisha Bhudia tells Karren Vergara how she broke numerous barriers to help empower others, particularly women, lead financially confident and fulfilling lives.
Expert Feed
In limbo: Robo-advice
The
fate
of
Australia's
robo-advisers
hangs
in
limbo
as
the
triple
threat
of
spooked
investors,
lackadaisical
client
interest,
and
regulatory
strangulation ...
Cybersecurity essentials for advisers and practice owners
It's a scary reality that cyber breaches are becoming more and more common.
AFCA determinations: Ignore at your peril
All AFSL holders providing services to retail clients are required to be a member of the Australian Financial Complaints Authority (AFCA).
Savers being robbed by inflation
Many savers feel that they are, at last, enjoying higher rates of interest.
