Investment DOMINIC MCCORMICK | MONDAY, 1 JAN 2007 This paper addresses some of the key issues and benefits of altern at give investments from SELECT's perspective. We hope that it will assist advisers and investors in better understanding alternative investments and, importantly, how to incorporate ... Read more ANDREW LEELARTHAEPIN | MONDAY, 1 JAN 2007 What is a CFD? A contract for difference, also commonly known as a CFD, is defined as an agreement between two parties to exchange the difference between the opening value and the closing value of a contract, with reference to the underlying security ... Read more DEON JOUBERT | MONDAY, 1 JAN 2007 I was standing in a corner store queue in South Africa during a recent trip to see my family. While I was waiting my turn to pay, a sign hanging above the checkout caught my eye: "It is with great sadness and re gret that we inform you of the passing ... Read more Applied Financial Planning JANET COWEN , SHARON TAYLOR , BILL BLAIR | MONDAY, 1 JAN 2007 Financial planning in its broadest terms is now in the spotlight as it draws interest from a wide range of groups, including consumers, regulators, government, the financial services industry, accountants and most importantly educators. The emergence ... Read more SCOT ANDREWS | MONDAY, 1 JAN 2007 The law expects particular requirements to be met when an adviser is providing personal advice to clients.To summarise, when providing personal advice a financial adviser must follow five basic principles (Section 945A and 945B of the Corporations Act ... Read more NICK BRINKWORTH | MONDAY, 1 JAN 2007 While most practices may not have a written succession plan, many principals would have an idea about how they plan to sell their business. These theories or myths often end up in a disappointing outcome with the reality being very different to the ... Read more Compliance PAM MCALISTER | MONDAY, 1 JAN 2007 One of the policy objectives of the financial services licensing regime is to ensure the competency of the licensee and its representatives to provide the financial services authorised under an Australian Financial Services License (AFSL). This objective ... Read more Retirement BRONWYN SPEED | MONDAY, 1 JAN 2007 Over the past two decades a handful of issues have emerged in Australia which affect the retirement system Read more BENEDICT DAVIES | MONDAY, 1 JAN 2007 There were significant changes to aged care planning that came into effect last year. We look at the opportunities they create. Accommodation bond balances for accommodation bonds paid on entry to low level care (hostels) and extra service places in ... Read more Superannuation DAVID SHIRLOW | MONDAY, 1 JAN 2007 For clients contemplating establishing a self-managed superannuation fund (SMSF) one of the key considerations will be whether the trustee should be a company or two or more individuals. We estimate that around 60 per cent of SMSFs have individual trusteeship ... 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.
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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
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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.
