It was only a matter of time before one of the major banking groups opted to cut planner numbers. ...
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. ...
The heads of two of Australia’s leading investment research houses have signalled a return to relevance for active investment managers....
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...
Traditional financial advice models that service higher-net-worth clients don't work for average Australians and a paradigm shift is needed in the industry....
So the Australian Securities and Investments Commission (ASIC) intends to conduct another financial planning shadow shopping exercise some time after June 30, this year –...
A good investment strategy beats a tax effective band aid, argues Rick Di Cristoforo....
Industry players have begun voicing their concern about the increasing possibility of a removal of tax-free withdrawals from superannuation in light of the global financi...
The Financial Planning Association (FPA) has not made a good start to 2009....
The financial services industry largely failed to protect its clients through the market decline. A focus on robust market valuation and a willingness to adjust portfolio...
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...