Insurance TREVOR HARRIS | THURSDAY, 10 JUL 2014 This court case is something all risk writers and financial planners should acquaint themselves with. The human story behind the case also appeared on the ABC program 'Four Corners' on 5th May 2014 in a joint investigation with Fairfax Media ... Read more Communications & Marketing TREVOR HARRIS | THURSDAY, 10 JUL 2014 This court case is something all risk writers and financial planners should acquaint themselves with. The human story behind the case also appeared on the ABC program 'Four Corners' on 5th May 2014 in a joint investigation with Fairfax Media ... Read more MARTIN BRECKON | THURSDAY, 11 DEC 2014 In a post FoFA world, the philosophy of best interest duties has become a part of doing business. though we can make a recommendation to hold life insurance cover in super, what really matters is the structure and justification for the recommendatio ... Read more  DARREN STEVENS | THURSDAY, 11 DEC 2014 While the life insurance industry continues to experience growth, there is an inherent fragility in a sector being weighed down by its legacy business. A complex web of antiquated technology systems bows each time a new product is brought to market ... Read more NEIL O'GRADY , ADELINA LALIC | THURSDAY, 11 DEC 2014 The main reason why consumers have not engaged with financial planners is a lack of understanding and appreciation of the true benefits of financial planning. Consumers are not aware of the full range of services that are offered by financial planners ... Read more Investment RICHARD DUNKERLEY | THURSDAY, 11 DEC 2014 Research conducted by the Aite Group1, in the US, found that only 30% percent of wealth management businesses regard the client onboarding process as an opportunity to create competitive differentiation. Read more BRETT SANDERS , MATHEW BIRCH , RHONDA LEE QUAN | THURSDAY, 11 DEC 2014 Managed accounts have been accelerating in popularity in the past few years with funds under management (FUM) estimated at over $15 billion and there is much industry anticipation that their rate of growth will accelerate further. Read more JONATHAN SHEAD | THURSDAY, 11 DEC 2014 While international investments have the potential to deliver real benefits, they are also exposed to currency fluctuations. Currency can turn a loss into a profit - or vice versa. Fortunately, with the right strategy, you can not only manage currency ... Read more Superannuation  CRAIG MCCULLOCH | THURSDAY, 11 DEC 2014 Perhaps the most obvious question to ask for any client considering the Age Pension is "how much is the Age Pension worth?" As described in our introductory paper, assigning a value to the Age Pension is difficult and depends on a range of ... Read more MICHAEL HARKIN | THURSDAY, 11 DEC 2014 Changes in the Australian Taxation Office's (ATO) interpretation of the treatment of income derived by investments made with borrowed funds means trustees and their advisers need to consider benchmarking related party loans to enable 'commerciality' ... Read more Taxation & Estate Planning ANNA HACKER | THURSDAY, 11 DEC 2014 Estate planning is not just the preserve of the elderly or the sick. Every Australian, regardless of their age or health, should consider an estate plan that takes into account their assets and family situation. 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.
