Insurance  ALEX KOODRIN | FRIDAY, 14 JAN 2022 If your client base includes business owners, chances are you have turned your mind to what might happen to their superannuation and proceeds from life insurance policies should their circumstances drastically change, and they become bankrupt. Read more  DAMIAN REVELL | FRIDAY, 28 JAN 2022 With the new income protection (IP) product requirements that came into effect from 1 October 2021, there are key considerations that may affect the approach advisers choose to take. Read more Investment  MARK KNIGHT | THURSDAY, 20 JAN 2022 Despite all the recent talk on the rise of passive investment strategies, their active counterparts have been steadily compounding outperformance in the wake of the worst effects of the COVID 19 pandemic. Read more  MATTHEW MERRITT | FRIDAY, 25 FEB 2022 The listed infrastructure market is growing rapidly in size, with new companies helping to finance a societal shift in infrastructure demand. Read more  JORDAN ELISEO | FRIDAY, 4 MAR 2022 Few asset classes have generated more buzz in the last decade than bitcoin. Read more Ethics & Governance  YOLANDA BEATTIE | THURSDAY, 3 FEB 2022 In 2016 when Lady Quentin Bryce walked into the Fund Manager of the Year awards, she turned to a leading female portfolio manager and asked, "where are all the women?". Read more  BRYAN ASHENDEN | THURSDAY, 24 MAR 2022 It has been over two years since it became mandatory for all Australian financial advisers to adhere to the Financial Planners and Advisers Code of Ethics 2019, better known as the Financial Adviser Standards and Ethics Authority (FASEA) Code of Ethics ... Read more Communications & Marketing  BILL TSOUVALAS | FRIDAY, 11 FEB 2022 The COVID-19 pandemic and government response to it has been hard on many Australian families. In the early days of the pandemic, when governments across the globe were shutting down offices and venues where many people gather, there was much uncert ... Read more Technology  CRAIG HOBART | THURSDAY, 17 FEB 2022 Monochrome Asset Management provides the financial advice community with research to assist advisers in improving their communication about digital assets with their clients. Read more Compliance  ASSURED SUPPORT | MONDAY, 4 APR 2022 From an advice perspective, how long can you rely on a Statement of Advice (SOA) to support your ongoing advice? To put it another way, how old and dated must an SOA be before you will stop using Records of Advice (ROAs) to streamline your advice pr ... Read more |
Latest News
4D Infrastructure moves to Perennial
4D Infrastructure will not be joining the other Bennelong Funds Management affiliates that have been sold off to Antipodes Partners and will instead move to Perennial Partners.
MDS drags Treasury to assess FSC levy proposal
My Dealer Services (MDS) has called on Treasury to assess the Financial Services Council's (FSC) latest proposal to lift levies paid by licensees to ASIC, which it describes as an "attack" on small licensees.
Esencia merges with HNW advice practice
A Sydney-based practice advising high-net-worth individuals is merging with Esencia Wealth, adding some 250 clients and two senior advisers to the firm.
SIAA calls for fresh talent amid advice demand
Stockbroking and investment advice firms need to broaden their approach to attracting and retaining talent as the profession prepares for a major shift in clients and wealth, according to a new report from the Stockbrokers and Investment Advisers Association (SIAA).
Further Reading
Cover Story
Advice with soul
SACHA BURCHGART
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
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
Stonepoint is another lesson in fund governance and investor protection
The demise of the Stonepoint Capital Fund may have gone under the radar for many, but proves an important point for independent governance when examined.
The importance of purpose-driven team meetings
A purpose-driven meeting can provide "clarity, accountability and engagement" within a financial planning practice.
Not all private credit risk is created equal
Advisers and investors need to look beyond headline yields and assess the structure, security and manager capability behind each strategy.
A never ending story of levies
The extensive processing period for Shield and First Guardian complaints means financial advisers will likely not be able to see an end to a series of ...
