Financial adviser losses this week are 10 times higher than those of the previous week, as many look to switch licensees before the end of the financial year. ...
With the end of financial year fast approaching, there can be tax benefits for clients holding ETFs over other types of investment. ...
As the end of the financial year quickly approaches, BT’s Bryan Ashenden shares his top tips for financial advisers and their clients, based on advisers’ most common quer...
Australia’s nascent tech sector was the leader in the last financial year while financials and materials, which make up half the ASX 200, saw slower returns. ...
Money Management has collated the cut-off dates for major superannuation funds if advisers want their clients to make top-up contributions in this financial year, many of...
With the end of financial year around the corner, maximising concessional super contributions and 2024 tax planning will be on advisers’ minds....
After starting 2022 in a resilient place, Australian equity funds were propping up the bottom of the performance tables last month....
Downsizer contributions, the superannuation guarantee and the COVID-related measures on minimum pension drawdowns are among the top enquiries by advisers this end of fina...
As we head into a new financial year, two sectors stood out against the rest when it came to annual sector performance last year but they could slow down going forward, a...
As the end of financial year approaches, Anna Mirzoyan gives financial advisers tips and strategies to use with clients and the traps to avoid....
As we close the books on another Australian financial year, we make a striking observation: Over the last eight financial years, bond returns have exceeded equity returns...
An ageing population and the end of the financial year period is seeing more people consider funeral bonds, which are exempt from Centrelink assets tests....
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...