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
Advisers expect growth despite uphill challenges
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.
Genetic testing reform is here. What advisers need to do next
The reform not only eliminates the impact from genetic tests but also the underlying health risks for those that chose to "stay in the dark".
Helping clients stay the course in volatile markets
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.
