Applied Financial Planning
ROBERT SWAN | THURSDAY, 1 JUL 2021
Today's investors are at a crossroads, torn between which path to take. One direction investors can choose is sign-posted towards the potential upside arising from positive vaccine results and predicted economic recovery. The other, towards the ... Read more
GERARD KERR | THURSDAY, 22 JUL 2021
Health and safety concerns and heightened uncertainty are fuelling demand for personal advice, but how big is the opportunity? Read more
SEAN GRAHAM | THURSDAY, 8 JUL 2021
For a variety of reasons, including client preferences, the 'cost of compliance' and perceptions of value, there is an increasing focus on general advice. For some a sanctuary from the Financial Adviser Standards and Ethics Authority (FASEA), increasing ... Read more
In June 2021, consultation closed on the Australian Securities and Investments Commission's (ASIC) draft regulatory guidance [Regulatory Guide 78 Breach reporting by AFS licensees and credit licensees attached to Consultation Paper 340 Breach reporting ... Read more
SEAN GRAHAM | THURSDAY, 23 SEP 2021
Considering the deluge of regulatory reform bearing down on licensees and advisers, it is not surprising that the product design and distribution obligations have largely been overlooked. Read more
VARUN BHATIA | THURSDAY, 30 SEP 2021
With the implementation date of the internal dispute resolution changes imminent, many advisers and licensees will have commenced updating internal complaints procedures to comply with the Australian Securities and Investments Commission's (ASIC's) ... Read more
The fallout from the Global Financial Crisis set off a sea change in fixed income markets. The rise in electronic trading, a growing roster of liquidity providers, and efficient market completion tools are but a few of the changes that have positively ... Read more
JASON KOMADINA | THURSDAY, 5 AUG 2021
Implementing managed accounts in an advice practice involves much more than simply selecting the right provider. It is an opportunity to refine the practice's value proposition and align business processes behind it, as well as spearhead a better approach ... Read more
MICHAEL MULHOLLAND | FRIDAY, 17 SEP 2021
MetLife Australia undertakes an annual Understanding the Adviser-Client Relationship Report, which explores the attitudes, behaviours and expectations of current and potential advice clients to help advisers build and strengthen long-term relationsh ... Read more
RAHUL SINGH | THURSDAY, 14 OCT 2021
When looking at aged care advice from an adviser's perspective, we find that there are some common themes of interest. This paper offers insights from three experienced aged care advice professionals from different areas in the country who provide their ... Read more
Super Consumers Australia believes we should look to the UK for inspiration when it comes to providing access to conflict-free financial advice, saying lessons of the Royal Commission have been forgotten and "a chorus of self-interest has emerged".
CountPlus has acquired a 32.75% interest in financial advice practice WSC Group.
BT's 25-year-old Wrap has seen its last June 30, with its user interface no longer available and all clients moved across to Panorama.
The financial services company has acquired a 35% equity interest in financial planning practice McGregor Wealth Management (MWM).
PERERA CROWTHER FINANCIAL SERVICES PTY LTD
PERERA CROWTHER FINANCIAL SERVICES PTY LTD
The advice industry is poised to turn the corner in 2022. Leading a major association and his own practice, Perera Crowther Financial Services founder Sam Perera is confident advisers will finally have their watershed moment. Karren Vergara writes.
We've seen FORO - the Fear of Running Out - raise its head in the past couple of years, especially during COVID-19. FORO is a very real issue in retirement ...
One of the critical steps in purchasing a company that holds an AFSL or ACL is ensuring that the licence does what you need it to do and carries no major ...
Lifespan Financial Planning chief executive Eugene Ardino pens an open letter to Anthony Albanese and Scott Morrison on behalf of the financial advice ...
Right now, we are on the cusp of a once in a generation adjustment as the world moves from low inflation and low interest rates to high inflation and ...