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  SEAN HOWARD | TUESDAY, 25 MAR 2014 From 1 July 2014, aged care residents will have more choice about how they pay for their accommodation. Read more ELISABETH KIRKBY | TUESDAY, 25 MAR 2014 It is possible to be optimistic about 'old age' care and we should be able to provide outstanding solutions to this multi-faceted problem. Read more CRAIG MELDRUM | TUESDAY, 25 MAR 2014 Quality advice is critical to ensure not only the best financial outcome for aged care residents, but also that they secure a spot in a facility that they are happy with. Read more MICHAEL HARKIN | TUESDAY, 25 MAR 2014 Sooner rather than later, SMSF members should take steps to ensure their SMSF may continue to function, should they suffer diminished capacity to attend to their financial affairs. 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.
