 KRISTEN TURNBULL , JAMES TAYLOR | THURSDAY, 10 JUL 2014 The biggest challenge facing financial advice businesses today is compliance costs and time. But the industry will have to turn its attention to client service and engagement. Read more DAVID RAITS | THURSDAY, 10 JUL 2014 Shadforth Financial Group private client adviser David Raits helps a longtime SMSF client set up a charitable foundation to build a legacy. Read more  BRAD FOX , REBECCA SHEILS , ADAM TUCKER , RICHARD DUNKERLEY | THURSDAY, 10 JUL 2014 Advisers need to find the right mix when they communicate with clients. Communication strategies must be tailored to the age and the profile of each client. Read more CLAIRE MACKAY | THURSDAY, 10 JUL 2014 The future is bright for new SMSF investors. They have joined one million of their fellow Australians in taking control of their family's financial future. But they should never lose sight of their ultimate goal. Read more VIVIAN CHAU | THURSDAY, 10 JUL 2014 Every financial planner will face objections at some point of the sales process: it is unavoidable. Although objections can create obstacles in connecting with the client on a personal level, facing an objection also presents a valuable opportunity ... Read more MARILYN NELSON | TUESDAY, 25 MAR 2014 Marilyn Nelson spent six years as a generalist adviser and has been advising in aged care and estate planning for the last five at Big Sky, a mutual firm of Australian Unity. Read more  ALEX WERNBACHER | TUESDAY, 25 MAR 2014 What a daunting prospect it must be for anyone for whom moving a loved one to residential aged care looms on the horizon. There's the guilt, the logistics... and the financial side. Read more JENNY BROWN | TUESDAY, 25 MAR 2014 JBS Financial Strategists director Jenny Brown has had the most eventful year of her professional career. In 2013, the Melbourne-based adviser won the Association of Financial Advisers (AFA) Adviser of the Year Award and was named FS Smileys Scholar ... Read more MARSHALL BRENTNALL | TUESDAY, 25 MAR 2014 What's wrong with the Future of Financial Advice (FoFA) reforms is that they have been hijacked. That's right FoFA has been hijacked! Read more LOUISE BITI | TUESDAY, 25 MAR 2014 Financial planners and other advice professionals have a responsibility to clients to help raise awareness by proactively raising issues and being business-ready. Read more |
Latest News
NCAs unlikely to solve retirement advice gap: HUB24, CFS
|HUB24 and Colonial First State (CFS) say the New Class of Advisers (NCA) will unlikely solve the retirement advice gap Australians face, noting the focus needs to be on helping reduce friction for those with complex advice needs.
Advised cover faces claims data test
Group superannuation insurance appears to outperform individual advised cover on some claim's measures, raising questions about the value of advice when it comes to protecting clients against disability.
ASIC stalls Sequoia bid to ditch cross guarantee deed
ASIC is again putting up roadblocks to Sequoia Financial Group's attempt to revoke the deed of cross guarantee with InterPrac Financial Planning, asking more questions and requesting more information before the group rids itself of all liabilities arising from the Shield and First Guardian disaster.
Praemium's new leadership toughens earnings yardstick
Praemium's new leadership will be keeping a close eye on costs, with new chief executive Denis Orrock noting he will make sure the technology upgrade underway translates into stronger earnings and better returns for shareholders.
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
How technology is turning tax complexity into client clarity
What used to be a relatively simple back-of-the-envelope calculation is now much more challenging, Morningstar says.
Why Australia's financial advisers will be more valuable in 10 years, not less
Despite a rise of innovative solutions across the wealth management sector, financial advisers will prove valuable for in-person advice.
What America's $1 trillion direct indexing boom tells us about the evolution of MAs
What Australia can learn from direct indexing, a tax-efficient form of managed accounts utilised in the US.
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.
