CASH FLOW

Editorial

Financial advisers must be conscious of making their advice easy for clients to understand and knowing the difference between wants and needs, writes Mark Knight....

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Superannuation

Centric Wealth has pointed to pitfalls now confronting SMSFs in meeting insurance requirements....

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Financial planning

ASIC has proposed the tightening of rules for some platform operators and responsible entities of managed investment schemes....

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Editorial

Select Asset Management’s Dominic McCormick says it’s time investors reduced their reliance on simplistic risk categories in asset allocation....

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Life/Risk

When it comes to income protection, clients’ individual circumstances will dictate whether that cover is held inside or outside of superannuation. TAL’s David Glen weighs...

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Editorial

Queensland-based accountant Greg Holman warns APES 230 could irrevocably alter the landscape for accounting organisations and poses a serious threat to the success and pr...

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Editorial

AMP Capital's Craig Keary warns investing in term deposits may prevent investors reaching their financial goals and suggests other ways to find yield....

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Funds management

Investors need to focus on the income derived from property investment rather than rely on capital growth to temper negative gearing, says Smartline Personal Mortgage Adv...

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Financial planning

Financial services identity Arthur Naoumidis has brought a new offering to the financial planning market - DomaCom....

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Editorial

Building debt portfolios used to be easy. But it’s much harder now. These days, the debt side of portfolios should be absolutely secure and designed as three buckets. Tim...

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Superannuation

Clients will be able to purchase AIA's income protection product range entirely through their superannuation following a number of product upgrades announced by the insur...

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Tools & guides

General awareness among financial planners about issues associated with aged care is one thing, but having a strong knowledge in this area is another, writes IOOF’s Marti...

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Financial planning

Bibby Financial Services national sales manager Gary Green has called on the Government to provide tax relief to small businesses....

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Editorial

Disaster in Europe seems to have been averted - for now. However, improved equity performance should not evoke a newfound sense of optimism and risk appetite. The world h...

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Editorial

Tom Stevenson discusses the concept of investing in equities – not cash – for income....

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

JOHN GILLIES

Might be a bit different to i the past where at most there was one man from the industry on the loaded enquiry boards a...

22 hours 43 minutes ago
Simon

Who get's the $10M? Where does the money go?? Might it end up in the CSLR to financially assist duped investors??? ...

5 days 17 hours ago
Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week 5 days ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago