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Mike Taylor writes that platforms are rapidly evolving to meet both planner needs and Australia’s rapidly changing demographics — something which has given rise to the av...
Curtis Dowel looks at five opportunities planners can consider in the lead up to the possible superannuation changes proposed in the 2016 Federal Budget....
Almost half of firm leaders find balancing work and life a challenge. David Clatworthy looks at what firms can do to foster better work-life balance and its importance....
Jeff Rogers explores goals-based investing for retirees, highlighting that retirees’ goal priorities in terms of their needs, wants and aspirations in retirement determin...
Col Fullagar considers six topical issues advisers in risk insurance need to be aware of, including trauma definition, the timing of the duty disclosure, and the pros and...
Chris Siniakov explains how negative interest rates work, what their intended purpose is, and whether it is having the desired effect on a highly stressed economy....
Part one of this year’s Rate the Raters survey found that, unlike last year, Zenith was ahead of the pack, followed closely by Mercer, while Lonsec saw a comparative drop...
Mike Taylor writes that the major parties need to understand that notwithstanding the delicate make-up of the Senate, it is time to end the uncertainty around superannuat...
The superannuation caps proposed in the 2016 Federal Budget emphasise the need for financial planners to review options available to both partners rather than just the in...
The Government has commissioned a timely review of the external dispute resolution schemes covering financial services, but it should focus more on equity and effectivene...
Association of Financial Advisers chief executive, Brad Fox, argues that planners will need to become increasingly adaptive to cope with the rapid rate of change occurrin...
Financial planners should brace themselves for a further period of political and policy uncertainty and possibly rue the lost opportunities of 2013-16. ...
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...