CHRIS MCNICKLE | WEDNESDAY, 3 APR 2013 The search for income - already a powerful investment theme - is set to grow in importance over the next decade and beyond. Read more JAMES SUTHERLAND | WEDNESDAY, 3 APR 2013 What happens when a simple fact-finding mission uncovers a $250,000 mistake? One adviser sets things right for two business owners who had no succession plan and desperately needed the right insurance cover to protect their dream Read more LEYLA BANAEI | WEDNESDAY, 3 APR 2013 Financial advisers can always look at the new regulatory guide on fee disclosure statements as a compliance matter, but it could mean so much more Read more  ALEX DUNNIN | WEDNESDAY, 3 APR 2013 Retirees need income to live on but relying on traditional sources like term deposits in a low-inflation low-interest-rate world locks them into downward spiraling income levels even though their costs are still going up. Read more SHEHAN WIJETILAKA | MONDAY, 9 JUL 2012 As the Future of Financial Advice (FOFA) reform sweeps through the Australian wealth management industry, it is clear that many clients don't actually understand the details of the financial advice they have been receiving, nor are they entirely ... Read more  CHARLES BADENACH | MONDAY, 9 JUL 2012 This case-study looks at the financial advice given to Tim (20) who when he was just eight years old suffered severe injuries from a car accident in which his mother was killed. While a police investigation into the accident found the other driver negligent. ... Read more | THURSDAY, 1 MAR 2012 This white paper from CoreData talks to industry leaders about the issues facing planners as a result of the FOFA reforms and the likely trends that are emerging including consolidation and the entrance of accountants and lawyers into the advice spa ... Read more NATHAN TRAVELL | THURSDAY, 1 MAR 2012 Regulators globally have expressed concerns over how financial institutions that outsource business-critical functions operate their relationships with third-party service providers. This papers weighs up the benefits of outsourcing relationships in ... Read more JAN KOLBUSZ | THURSDAY, 1 MAR 2012 This white paper contends that the 'real' future of financial advice will be determined by the way participants in Australia's financial advisory sector react to a number of emerging industry fault lines, some of which have laid latent and pre-date ... Read more JADE STACK | THURSDAY, 1 MAR 2012 Advisers are concerned about providing the best advice for their clients without detrimentally affecting their business revenue. In this article, Stack aims to demonstrate that whilst more calculations and time are spent, this can make a significant ... 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.
