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Editorial

Although revenues continue to trend down, financial planning practice operating profitability has actually risen in the past year, while advisers also indicate they are o...

Financial planning

With appropriate transition arrangements in place, the purchase of a financial planning practice should see 98 per cent of the client base retained, says Kenyon Partners ...

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...

Financial planning

Financial advisers have significantly increased their allocations to fixed income investments in the past 18 months and are likely to increase that further, according to ...

Editorial

In the current investment climate, alternative investments can provide valuable diversification. So why are investors still not jumping on the bandwagon? Freya Purnell re...

Financial planning

The rise of the younger, more affluent woman may present a golden opportunity for financial advisers looking to diversify their current client base....

Superannuation

The median growth superannuation fund was up for the fourth consecutive month despite fears over economic stability in Greece and growing concerns that the country may le...

Editorial

It's been a tough 12 months for fund managers with investor sentiment persistently negative and Australian shares among the worst-performing. Unfortunately, things might ...

Superannuation

Growth funds are driving positive returns for Australian superannuation funds, according to Morningstar's interim Superannuation Survey to 30 April 2012....

Financial planning

Macquarie Adviser Service's latest internal survey leaves it feeling satisfied....

Financial planning

Contributing to superannuation is looking less attractive for high income earners following the tax changes in this year's Federal Budget, according to Tupicoffs adviser ...

Funds management

Too many active managers who focus on market movements can over-diversify a portfolio by failing to drill down on specific stocks, according to van Eyk research chief exe...

Financial planning

KPMG report reveals strength of Australia's major banks, but also the weaknesses....

Superannuation

Figures from ASFA's Retirement Standard have shown costs for a comfortable retirement and modest retirement vary greatly and are largely affected by costs for leisure goo...

Superannuation

SMSF advisers need to be careful when considering the right stocks for their clients’ portfolios. Peter van der Westhuyzen takes a look at the benefits of dividend reinve...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

3 days 12 hours ago

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

4 weeks ago

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

1 month ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

6 days 6 hours ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 1 day ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

1 week 6 days ago