Australian advisers are experiencing fewer difficulties when it comes to acquiring new assets or new clients, compared to global peers, with firms expecting to take on ei...

Netwealth research outlines how advisers can market their services to the Established Affluent, those wealthy older Australians representing $4.1 trillion in household we...

In the second part of his look at client reviews, Astute Wheel’s Hans Egger outlines the steps which should be taken in the actual client review....

In the first of a two-part series, Hans Egger explains what clients are wanting from their reviews in these difficult times....

New market analysis has confirmed that while many advisers are leaving the industry, those that remain are culling clients they regard as unprofitable or hard to service....

There are subjective trends in the distinction between retail and wholesale clients, writes David Barrett, and it is important advisers get it right to avoid costly mista...

Given the unprecedented circumstances, financial advisers need to focus on explaining the situation to their clients in the calm manner and help them look beyond the shor...

People receiving financial advice are going to be better placed to deal with any move by a future Labor Government to remove refundable franking credits, according to the...

Commonwealth Bank chief executive, Matt Comyn has cited fee for no service as being one of the bank’s key shortcomings and claimed key executive personnel had failed to u...

The international financial advice community has for the first time benchmarked how financial advisers come to know their clients....

The Financial Planning Association has warned it will be financial planning clients who ultimately pay for the increased regulatory and other costs being imposed by the G...

A new report from Investment Trends has shown that financial planners are losing active clients in greater numbers than they are attaining them....

Accountants would increasingly adopt multi-advice models including the delivery of financial planning and SMSF advice as they dealt with increasing cost pressures and cha...