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....

Superannuation

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

Financial planning

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

Editorial

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

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...

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...

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....

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...

Financial planning

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

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...

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...

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...

Financial planning

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

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...

Editorial

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

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 1 week ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 5 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks 1 day ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

2 days 18 hours ago