Applied Financial Planning SHEHAN WIJETILAKA | MONDAY, 9 JUL 2012 As the Future of Financial Advice (FOFA) reform sweeps through the Australian wealth management industry, it is clear that many clients don't actually understand the details of the financial advice they have been receiving, nor are they entirely ... Read more  CHARLES BADENACH | MONDAY, 9 JUL 2012 This case-study looks at the financial advice given to Tim (20) who when he was just eight years old suffered severe injuries from a car accident in which his mother was killed. While a police investigation into the accident found the other driver negligent. ... Read more Superannuation SARA HIGGINS , JOHN WILSON | MONDAY, 9 JUL 2012 This research suggests that funds that target a retirement income replacement goal and are outcome-oriented are likely to be the next generation of funds. And more specifically, lifecycle strategies, which not ony focus on the outcome but also take ... Read more Investment MATT DAVIS | MONDAY, 9 JUL 2012 In recent times it would seem that relying on the tenets of traditional investment theory has become an excuse for fund managers and investment advisers to be lazy and apathetic. Many advisers rely on Efficient Market Hypothesis, diversification theory ... Read more Taxation & Estate Planning DEBORAH WIXTED | MONDAY, 9 JUL 2012 Family members and carers of people who have a severe disability have been able to establish a special disability trust since 20 September 2006. The purpose of this trust is to provide financial assistance for the needs of a severely disabled person ... Read more JON DE FRIES | MONDAY, 9 JUL 2012 From a tax perspective, most advisers when working in personal insurance may concentrate on deductibility of premiums and whether to hold insurance in or out of super. Advisers working in business insurance have a lot more to consider - not only deductibility ... Read more LINDSAY STODDART | MONDAY, 9 JUL 2012 In this paper Lindsay Stoddart, Stoddart Legal, explores what the future holds for self managed super fund tax concessions. Read more Ethics & Governance SIMON LONGSTAFF | MONDAY, 9 JUL 2012 Most people have an intuitive grasp of what it means to have a conflict of interest. However, it should be observed that consideration of the nature of conflicts of interest is made complex by the fact that relatively subtle changes in relationships ... Read more |
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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.
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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.
