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Financial planning

Accounting business WHK has delivered a "solid" fiscal performance for 2011 despite reporting a decline on a number of fronts, including revenue and cash earnings per sha...

Superannuation

It is critical for the financial services industry to work with business owners to help them prepare for comfortable retirement. Sam Rubin examines different strategies p...

Financial planning

Financial planning practices looking to expand are finding it increasingly difficult to source funding, as banks tighten their lending criteria amid economic and regulato...

Financial planning

Some of the industry's largest dealer group leaders have attempted to map an approach to pricing scoped advice, but key cost differences have emerged between the groups....

Editorial

A recent study has shown that advisers see their client relationship as the primary foundation of their value proposition. Fiona Mackenzie describes the importance of a ...

Editorial

As Australian planners seek to come to terms with the Government’s Future of Financial Advice changes, Paul Resnik outlines events in the United Kingdom and their impact ...

Funds management

With more and more investors wanting access to property investment advice, the expertise required is often beyond the scope of most financial advisers....

Editorial

Stephen Hart examines the rising cost of living and ways to protect clients against a rise in both the consumer price index (CPI) and its volatility....

Financial planning

Bibby Financial Services claims the Commonwealth Bank's exit from debtor finance will not slow the market....

Financial planning

Intouch Finance, the wealth management division of non-bank lender intouch Home Loans, has announced it will immediately launch a debtor financing product....

Financial planning

Budget changes making the directors of phoenix companies personally liable for unpaid super could have far-reaching consequences, but will ultimately benefit employees....

Financial planning

A reduction in the low-income tax offset (LITO) for minors will have the desired effect of reducing tax reduction strategies for family trusts, but could also disadvantag...

Editorial

With the Government having released its FOFA proposals, Rick Cosier writes that financial planners have fallen victim to a range of blatant misconceptions that need to be...

Financial planning

The Australian Securities and Investments Commission (ASIC) has proposed a tightening of the rules around the financial requirements for issuers of over-the-counter deriv...

Funds management

Realindex Investments has added an emerging markets fund, which re-weights stocks according to their economic footprint....

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MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 weeks 2 days ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

3 weeks 2 days ago

So we are now underwriting criminal scams?...

6 months 3 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

2 weeks 4 days ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

3 weeks 1 day ago

As the deadline approaches for advisers to meet higher education requirements, the FAAA has shared an “obscure” loophole to help advisers avoid redoing a professional yea...

1 week 1 day ago