Catherine Chivers outlines what implications some of the 2015/16 Budget measures have for clients....

Financial technologies such as peer-to-peer lending, robo-investing and digital currencies are here to stay and regulation and laws have to catch up, Grant Holley writes....

High satisfaction levels increase client retention over the long-term, growing their investments with you and referring business to your practice, Sherise Mercer explains...

David Griffith looks at the myths surround alternative investments, and argues they have multiple uses in a range of investor portfolios....

Anna Mirzoyan looks at how the family trust structure can protect and distribute family assets in a tax efficient way....

With research illustrating the high costs of under-insurance, advisers have a vital role in helping consumers understand the importance of adequate insurance cover, Jim M...

In the sixth of a series on equity investing, Hugh Young explains why long-term competitive advantage is so important when looking for companies in which to invest....

Advisers can adapt a combination of retirement income strategies such as probability-based or safety first, depending on clients’ needs, Aaron Minney writes. ...

Is the Trade Union Royal Commission right in pointing to a money link between industry funds and trade unions?...

It may be the domain of tax specialists but advisers have a role in advising on fringe benefits tax, Bryan Ashenden writes....

Matthew Rowe writes that, broken down to its essence, the problems confronting the life/risk sector are about leadership, not professional advice....