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EDITORIAL

New companies that are developing technologies or industry dynamics for future profit are risky and potentially not delivering actual value for investors....

Contrary to popular opinion, environmental, social and governance (ESG) considerations are not niche investment philosophies....

The Australian financial planning industry has a problem: levels of litigation relating to financial advice are rising and the reputation of the industry stands to be ser...

HABIB SUBJALLY and PERRY WINFIELD believe the secret to surviving a bear market is the right global equities strategy....

There is a great white elephant in the room that is our super industry - the fact that many of our customers don’t understand what we’re saying. The super industry has ne...

It was only a matter of time before one of the major banking groups opted to cut planner numbers. ...

Following an index may not be a glamorous investment strategy, but it can offer value and reliability in difficult market conditions....

ANDREW FRANCIS charts the development of fundamental indexation....

The fees paid for tax returns prepared by an accountant are tax deductible. Should the same apply to a visit to your financial adviser?...

In every crisis there is opportunity, and I would suggest there has never been a better time for financial planners to assess their practices. ...

Technology change is now driving the life insurance market in significant ways and applying for life insurance is easier than ever for advisers and their customers....

A mere six months ago, the common wisdom among financial planners was that most clients would be best advised not cashing out their investments lest they miss the inevita...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week 1 day ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 3 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 3 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 5 days ago