  SAPNA GOUNDAN | MONDAY, 29 AUG 2022 What exactly is the difference between personal and sensitive information? This paper looks at what the Privacy Act is and how businesses can comply with privacy laws. Read more  CHRIS MATHER | MONDAY, 18 JUL 2022 Around the end of the financial year and as a new one begins, many advisers are communicating with clients' accountants more frequently. It is timely to consider whether one's next conversation with an accountant could be the beginning of a beautiful ... Read more  MICHAEL MILLER | FRIDAY, 3 JUN 2022 Most people might assume that if you are married to somebody, you are a member of a couple. However, for social security purposes, the definition can be much more complex. Read more  DREW BROWNE | SUNDAY, 10 APR 2022 Given the abundance of our modern lives, it is not surprising that we end up with complicated feelings and concerns about money and possessions. Children ask a lot of questions-it is part of their job, and adults raising children are going to face unexpected ... Read more  RAY MILES , NEIL YOUNGER | FRIDAY, 19 NOV 2021 This paper comprises an excerpt from Fortnum Private Wealth's The inevitable advice journey: Where professional advisory firms are set to land report. Read more  MICHAEL DUNDAS | THURSDAY, 11 NOV 2021 This paper examines the relatively recent wave of business strategic planning triggered by the COVID-19 pandemic, and which could deliver favourable returns for many years, as businesses sought external advice and formalised planning-often for the first ... Read more  GERARD KERR | THURSDAY, 22 JUL 2021 Health and safety concerns and heightened uncertainty are fuelling demand for personal advice, but how big is the opportunity? Read more  ROBERT SWAN | THURSDAY, 1 JUL 2021 Today's investors are at a crossroads, torn between which path to take. One direction investors can choose is sign-posted towards the potential upside arising from positive vaccine results and predicted economic recovery. The other, towards the ... Read more |
Latest News
Count shutters limited-advice business, slips in size ranking
Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.
Centrepoint Alliance acquires two advice firms
Centrepoint Alliance will acquire Queensland financial advice practices Cairns Wealth and Pinnacle Wealth for $3 million from Astute Financial Management.
Small pocket of failed measures can 'blow the entire business': Anderson
FAAA general manager of policy, advocacy and standards Phil Anderson warned licensees to improve their control measures for authorised representatives to avoid any unintended consequences.
AFCA puts InterPrac determinations on ice
The Australian Financial Complaints Authority (AFCA) is pausing all InterPrac Financial Planning-related determinations as court proceedings instigated by the latter are underway.
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
Fixing the CSLR: the UK FSCS offers lessons - but not a blueprint
UK's equivalent scheme of the CSLR highlights the lack of stability and predictability it currently has, expert says.
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.
Let's be honest: is it a tech stack... or just a stack of tech?
Financial advisers need to be aware that sophisticated technology does not always serve as a practical, effective tool.
At the crossroad of governance: the two choices for Australian fund managers
Internalising trustees, although lawful, weakens independent oversight and can expose a fund manager to greater risks than those outsourcing the capability ...
