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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...

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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 ...

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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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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 ...

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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...

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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....

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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...

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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 ...

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Superannuation

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

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Financial planning

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

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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 ...

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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...

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Financial planning

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

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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...

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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

So we are now underwriting criminal scams?...

3 months 1 week ago

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

3 months 2 weeks ago

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

5 months 2 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

4 weeks 1 day ago

A former Victorian financial adviser has been sentenced after stealing $4.4 million from clients, family and friends to feed his “raging gambling addiction”....

3 weeks 6 days ago

A financial advice firm has been penalised $11 million in the Federal Court for providing ‘cookie cutter advice’ to its clients and breaching conflicted remuneration rule...

2 weeks 5 days ago