MARTIN BRECKON | THURSDAY, 11 DEC 2014 In a post-FoFA world, it has never been more important for financial advisers to understand and ensure they meet the prescribed best interests duty for their clients. Read more  ELEANOR DARTNALL | THURSDAY, 11 DEC 2014 2014 Association of Financial Advisers Adviser of the Year and Dartnall Advisers principal Eleanor Dartnall discusses the importance of educating your clients. Read more MIKE SIKAR | THURSDAY, 11 DEC 2014 Not knowing what to do with a large inheritance a few years ago, thirty-something Sydney executive John Smith decided to play it safe by simply putting it in the bank. Given the state of the share market at the time, parking the money in cash wasn't ... Read more DAN RICHARDS | THURSDAY, 11 DEC 2014 Few things are more frustrating than investing the time to network with prospective clients without any results to show for your efforts. But there is good news: a few simple steps to rethink your expectations and change your approach can dramatically ... Read more SIMON LONGSTAFF | MONDAY, 9 JUL 2012 Most people have an intuitive grasp of what it means to have a conflict of interest. However, it should be observed that consideration of the nature of conflicts of interest is made complex by the fact that relatively subtle changes in relationships ... Read more DAVID ANDERSON | SATURDAY, 10 JAN 2009 Even in these difficult economic times employers are saying that it can be hard work finding quality employees. This important Mercer research presented to us by David Anderson in his paper compares what employers think employees believe is important ... Read more |
Latest News
Esencia merges with HNW advice practice
A Sydney-based practice advising high-net-worth individuals is merging with Esencia Wealth, adding some 250 clients and two senior advisers to the firm.
SIAA calls for fresh talent amid advice demand
Stockbroking and investment advice firms need to broaden their approach to attracting and retaining talent as the profession prepares for a major shift in clients and wealth, according to a new report from the Stockbrokers and Investment Advisers Association (SIAA).
FEATURE | Digital advice | Interlocking the pieces
Digital advice has become a core offering for wealth managers, yet it confuses many and implementation and use remain fragmented. Before it can achieve aspirations of scale, experts are urging for a better, unified understanding of the offering.
Aperio joins Akumin
Melbourne-based advisory firm Aperio Financial Services has switched licensees and joined Akumin as demand grows among advice practices for support to scale operations and improve efficiency.
Further Reading
Cover Story
Advice with soul
SACHA BURCHGART
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
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
Stonepoint is another lesson in fund governance and investor protection
The demise of the Stonepoint Capital Fund may have gone under the radar for many, but proves an important point for independent governance when examined.
The importance of purpose-driven team meetings
A purpose-driven meeting can provide "clarity, accountability and engagement" within a financial planning practice.
Not all private credit risk is created equal
Advisers and investors need to look beyond headline yields and assess the structure, security and manager capability behind each strategy.
A never ending story of levies
The extensive processing period for Shield and First Guardian complaints means financial advisers will likely not be able to see an end to a series of ...
