Insurance  ALEX KOODRIN | TUESDAY, 15 JAN 2013 The use of business insurance trusts has a number of commercial advantages over conventional structures, including potential substantial cost savings Read more STEPHEN MILLER | WEDNESDAY, 3 APR 2013 There is scope to use a trauma policy to pay an NCIS under the temporary incapacity condition of release. Read more Applied Financial Planning AARON BRUHN | WEDNESDAY, 3 APR 2013 The collapse of Townsville-based Storm Financial in early 2009 provides much food for thought for individuals, regulators and credit providers. Read more CHRIS MCNICKLE | WEDNESDAY, 3 APR 2013 The search for income - already a powerful investment theme - is set to grow in importance over the next decade and beyond. Read more JAMES SUTHERLAND | WEDNESDAY, 3 APR 2013 What happens when a simple fact-finding mission uncovers a $250,000 mistake? One adviser sets things right for two business owners who had no succession plan and desperately needed the right insurance cover to protect their dream Read more LEYLA BANAEI | WEDNESDAY, 3 APR 2013 Financial advisers can always look at the new regulatory guide on fee disclosure statements as a compliance matter, but it could mean so much more Read more  ALEX DUNNIN | WEDNESDAY, 3 APR 2013 Retirees need income to live on but relying on traditional sources like term deposits in a low-inflation low-interest-rate world locks them into downward spiraling income levels even though their costs are still going up. Read more Superannuation KEN MUNGAN | WEDNESDAY, 3 APR 2013 This paper analyses the problem of providing a reliable lifetime income and demonstrates the importance of risk management to achieve investor outcomes Read more  KRISTEN TURNBULL | WEDNESDAY, 3 APR 2013 This white paper draws on the views of some of the superannuation sector's leaders to build a picture of the state of the industry and its growth path Read more Taxation & Estate Planning LINDSAY STODDART | WEDNESDAY, 3 APR 2013 Tell your clients how they can avoid tens of thousands of dollars in litigated fees, family grief and anguish all because of a $29.95 will they bought from their local newsagent. Read more |
Latest News
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).
FEATURE | Digital advice | Interlocking the pieces
Digital advice has become a core offering for wealth managers, yet it confuses many and implementation and use remain fragmented. Before it can achieve aspirations of scale, experts are urging for a better, unified understanding of the offering.
Aperio joins Akumin
Melbourne-based advisory firm Aperio Financial Services has switched licensees and joined Akumin as demand grows among advice practices for support to scale operations and improve efficiency.
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 ...
