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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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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...