EXPERT ANALYSIS

Taking a long/short approach can pay off for investors, writes Jun Bei Liu, as they make increased allocations to alternatives....

There have been numerous changes to the financial services obligations of superannuation funds, writes David Court, so trustees must know what is expected of them....

Understanding different real estate sectors is critical at a time when real estate has been impacted by global structural changes, writes Dania Zinurova....

With just a few months to go until the FASEA deadline, writes Brian Knight, even those who are considering leaving the industry would be advised to have an attempt....

Phil Anderson writes how advisers can be supported in the in the run up to the FASEA exam deadline as this can be a stressful period for those yet to pass....

When running an advice practice, writes Craig West, it is prudent to think about how to exit it in the best possible way from the beginning....

Platform providers need to consider how they can best work together with advice practices to help them run smarter businesses, Edwina Maloney writes....

Advisers should stop trying to ‘do it all’ and know when to outsource to other professionals, writes Scott Fitzpatrick, allowing them to focus on the advice....

Mitch Reznick and Michael Viehs explain the role that environmental, social and governance practices play in affecting fixed income spreads....

Advisers can play a fundamental role in navigating how clients pursue their goals to incorporate ESG components into their investment portfolios, Brie Williams writes....

It has almost been a year since the FPA policy platform was launched and there has been significant progress on a number of fronts, Dante De Gori writes....

Setting a goal with clients is a good step in the financial advice process, writes Johann Maree, but there are ways that these goals can be SMARTER....

 
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

 

MARKET INSIGHTS

PETER JOHNSTON- AIOFP

Well done Keith and Neil, these Canberra Bureaucrats need to be stopped. ...

1 day 22 hours ago
JOHN GILLIES

WHEN I RETIRED A LOT OF GUY'S WERE STILL PRACTICING FORMS OF COLD CALLING. There nothing wrong with it as a way of estab...

2 days 22 hours ago
JOHN GILLIES

I thought you joined a dealer to be protected and have a better version of regulation explained, BUT The dealers themsel...

2 days 22 hours ago

ASIC has cancelled the AFS licence of a Sydney wealth firm, the fifth Sydney firm to see a cancellation since the start of the year....

1 week 3 days ago

A former financial adviser has been banned by ASIC from providing financial services for inappropriate advice, among multiple breaches....

3 weeks 3 days ago

ASIC has suspended the AFS licence of a Melbourne fund manager responsible for six managed investment schemes....

2 weeks 3 days ago