Advisers can adapt a combination of retirement income strategies such as probability-based or safety first, depending on clients’ needs, Aaron Minney writes. ...
The divide between passive and active management is a false one with both sides are able to show the benefit of proper execution and the drawbacks of poor management. ...
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....
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...
The GFC may have seen a push for annuities, but a well-diversified portfolio, rather than just a defensive one, can hold retirees in good stead. ...
Advisers may be eager to use annuities but until rigid product definitions and the inconsistent tax treatment of annuity products are removed, innovation will be shackled...
Australia has one of the highest ageing population rates in the world but legislation continues to shackle innovation. Malavika Santhebennur explores whether any progress...
Anna Mirzoyan looks at how the family trust structure can protect and distribute family assets in a tax efficient way....
Novion securitiesholders have backed a proposed merger with rival retail property group, Federation Centres that will form the country’s second largest shopping centre gr...
India’s new government looks to encourage foreign investment through fixed income and equities as its market opens up, HSBC said....
The creators of AdviserLogic software launched a cloud-based revenue management software specifically for Australia’s financial services licensees....
With the expectation that retirement will last longer than childhood habitual saving is the most effective strategy for a healthy retirement fund, according to an Aegon s...
Infocus Wealth Management has partnered with TWUSUPER to provide financial advice services to its members....
The FPA has called on members to promote their professionalism and education to MPs and clients as part of a grass roots effort to overturn negative perceptions of advice...
The dealer group play being run by Paul Barrett and backed by Italy’s Azimut has taken a 51 per cent stake in Adelaide’s Pride Advice....
New research reveals planners’ challenge to extend their market beyond mostly wealthy, late middle-aged men....
In a bid to encourage philanthropy the Government has simplified the valuation requirements for donations of listed shares and managed funds....
The small cap sector will go through a restructure as resource stocks drag down the sector prompting managers to be more selective according to Lonsec....
Centrepoint Alliance has appointed the former deputy CEO of the FSC to its board as a non-executive director continuing its governance renewal program....
Clients of suspended stockbrokers BBY Ltd will be transferred to other brokerages after the company entered voluntary administration last week....
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...