 LOUISE JENKINS , ANDREW MAHER , JOSHUA ANDERSON | WEDNESDAY, 1 MAR 2023 In Australia and abroad, climate litigation filings are steadily increasing. In parallel, there is an emerging focus on how corporate insurance arrangements may respond to these types of proceedings. Read more  DAMIAN REVELL | FRIDAY, 28 JAN 2022 With the new income protection (IP) product requirements that came into effect from 1 October 2021, there are key considerations that may affect the approach advisers choose to take. Read more  ALEX KOODRIN | FRIDAY, 14 JAN 2022 If your client base includes business owners, chances are you have turned your mind to what might happen to their superannuation and proceeds from life insurance policies should their circumstances drastically change, and they become bankrupt. Read more  MICHAEL MULHOLLAND | FRIDAY, 17 SEP 2021 MetLife Australia undertakes an annual Understanding the Adviser-Client Relationship Report, which explores the attitudes, behaviours and expectations of current and potential advice clients to help advisers build and strengthen long-term relationsh ... Read more  RUSSELL CAIN | FRIDAY, 14 MAY 2021 You might have read in the news of the Australian Prudential Regulation Authority (APRA) changes coming to income protection insurance contracts. APRA has announced a significant shakeup to income protection policies, and none of it benefits the customer. ... Read more  CARLY VAN DEN AKKER , MICHAEL RENNY | WEDNESDAY, 10 FEB 2021 One of the emerging risks raised in this year's Swiss Re SONAR New emerging risk insights report (SONAR report) is 'mental health among the young'. Read more  JEFFREY SCOTT | FRIDAY, 5 FEB 2021 Advisers are often asked whether or not a client should own their total and permanent disability (TPD) policy individually (self-owned) or have it structured via a superannuation fund where they are a member. When comparing the pair, the answer may ... Read more  CRISSY DEMANUELE | FRIDAY, 4 DEC 2020 Running a business means taking all sorts of risks, many of which can be difficult to control: economic ups and downs, increased competition and changing consumer behaviour, to name a few. Read more  ANDY REYNOLDS | FRIDAY, 15 MAY 2020 An unintended consequence of the Treasury Laws Amendment (Protecting Your Superannuation Package) Act 2019 (PYSP Act) that came into effect on 1 July 2019 means that many total and permanent disability (TPD) insurance claimants may have significantly ... Read more |
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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.
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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".
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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.
