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ANDREW FRANCIS charts the development of fundamental indexation....

HABIB SUBJALLY and PERRY WINFIELD believe the secret to surviving a bear market is the right global equities strategy....

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. ...

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...

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 good investment strategy beats a tax effective band aid, argues Rick Di Cristoforo....

So the Australian Securities and Investments Commission (ASIC) intends to conduct another financial planning shadow shopping exercise some time after June 30, this year –...

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....

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....

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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 3 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 ...

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

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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 ...

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