 DREW BROWNE | FRIDAY, 24 MAY 2024 Effective team decision-making hinges on a leader's skill in creating an environment where employees feel empowered to think differently and express divergent views. For business owners whose competitive advantage is their ability to out-think the competition ... Read more DREW BROWNE | FRIDAY, 17 MAY 2024 Operating a small business, in its simplest form is about being able to manage and solve problems for people, just in time. Read more  DAMON RISCALLA | FRIDAY, 10 MAY 2024 Pricing has always been a complex area for advice firms. Read more  ANNIKA BRADLEY | FRIDAY, 3 MAY 2024 Managed accounts or portfolios continue to grow in popularity among advisers. Read more  MARK LAMONICA | WEDNESDAY, 27 MAR 2024 Investors seeking to use the equity in their homes to grow their wealth are faced with numerous considerations and should approach such a strategy with care and caution. Read more  NICOLE RADICE , REBECCA RUTLAND | FRIDAY, 23 FEB 2024 When raising capital in Australia, corporations are generally required to comply with the disclosure obligations under the Corporations Act 2001 (Corporations Act) by providing prospective investors with sufficient information about the company's operations ... Read more  MICHAEL TRAN | FRIDAY, 3 NOV 2023 Recent data suggests inflation may have peaked,[i] however, it remains high and above the inflation target of the Reserve Bank of Australia (RBA). Read more  RAHUL SINGH | TUESDAY, 26 SEP 2023 Retirement is an important milestone for clients in the journey of life and advisers ideally want clients to seek advice well before the event. This article explores some of the financial planning considerations in dealing with leave entitlements. Read more  ULRIKA LOBO | WEDNESDAY, 6 SEP 2023 What will it take to bring private lending into the modern era and accelerate its growth over the next decade? It is going to need more than quick turnarounds and fast funds. Read more  MICHAEL MILLER | FRIDAY, 11 AUG 2023 In this article, we examine decisions made by The Australian Financial Complaints Authority (AFCA) between January and March 2023. 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.
