 JULIE MCKAY | TUESDAY, 25 MAR 2014 Advisers need to be familiar with the rules related to special residences and how decisions about in-home care might impact the clients' future. Read more LAURA MILLAN | TUESDAY, 25 MAR 2014 In a country that gathers almost all of the world's nationalities and religions, where 25% of its citizens were born abroad, being aware of cultural differences in aged care is almost an obligation. Read more HUGH MASSIE , EAMON PORTER | TUESDAY, 13 AUG 2013 This white paper raises blind spots in financial advice processes and analyses the tension that any adviser has between increasing revenue and protecting the business. Read more  CHARLES BADENACH | TUESDAY, 13 AUG 2013 The former winner of the Smileys scholarship talks to Financial Standard about social media and how entering the competition helped him realise his social goals. Read more MARSHALL BRENTNALL | TUESDAY, 13 AUG 2013 Entrant in last year's Smiley's talks to Financial Standard about how social media his firm to better communicate with his clients and engage and educate new prospects. Read more LUCI ELLIS | TUESDAY, 13 AUG 2013 I would like to start by considering some of the longer-run factors that are shaping outcomes in housing and mortgage markets. The first is that Australia went from being a high-inflation country in the 1970s and 1980s to being a low-inflation country ... Read more JENNY BROWN | TUESDAY, 13 AUG 2013 Entrant in last year's Smiley's and part of the "Digital Dozen" talks to Financial Standard about how social media can improve your relationship with current clients, and help you find new ones. Read more NAOMI ROSENTHAL | TUESDAY, 13 AUG 2013 Financial planner Naomi Rosenthal helps a single 34 year old woman setting and reaching a savings goal that will give her a sense of security and financial freedom. Read more 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 |
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.
