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In the wake of recent corporate scandals and the global financial crisis, Ray Griffin asks whether the label ‘financial planner’ has become a burden to the industry....

Trust profit takes hit but company positions for further growth....

Will the policy tide turn against commissions? Michael Mathieson considers the future prospects for remuneration in the industry....

Recent events in global markets have highlighted how investor confidence, emotions and psychology can play a vital role in driving market upturns and downturns....

Regional financial planners face the same broad issues as those in metropolitan areas, but they also face a number of issues that city slickers do not....

Stuart Fechner translates the persistently complex language of investment....

With practices no longer able to rely on strong returns to help retain and attract clients, a strong value proposition can make or break a financial planning practice, wr...

The recent global financial crisis has thrown a great deal of attention back on the issue of risk management for businesses big and small. One of the key questions being ...

There may be nothing illegal about the direct marketing tactics being employed by some financial services companies, but when the regulator starts dealing with the conseq...

With his van Eyk Three Pillars Listed Investment Company being targeted by Dixon Advisory, van Eyk’s Mark Thomas explains what makes LICs an attractive proposition despit...

Simple portfolios may make investors feel good but may well fail to deliver or meet expectations, writes Dominic McCormick....

Mike Mitchell examines the recent changes to the Government’s supervision of philanthropic giving and weighs up the advantages and disadvantages....

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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’...

3 months ago

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

3 months 4 weeks ago

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

4 months ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

3 weeks ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

6 days 15 hours ago

Ahead of the 1 January 2026 education deadline for advisers, ASIC has issued its ‘final warning’ to the industry, reporting that more than 2,300 relevant providers could ...

1 week 3 days ago
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