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FINANCIAL ADVICE
Financial planning
Acquiring customers for robo-advice is a difficult task while making them pay for that service is almost impossible, according to a Melbourne Business School academic....
Financial planning
Under its licence, Fitzpatricks Private Wealth has aligned with Brisbane-based Highland Financial as it seeks culturally aligned, fee-based advisory businesses....
Features
John O’Connell looks at how advisers and robo advice could go hand-in-hand, with the adviser looking after planning while the robo advice takes care of day-to-day executi...
Tools & guides
Raising the question of philanthropy when creating or reviewing a financial plan helps advisers build trust with their clients, and assists in the regulator-mandated 'kno...
Features
Jassmyn Goh looks at what it takes for advisers to own their own practice, and why it is vital to explore succession planning from day one in part two of this feature on ...
Tools & guides
Planner allocation to fixed income has declined year-on-year since 2012, but Malavika Santhebennur asks if market volatility and a turbulent share market will force them ...
Funds management
Van Eck Australia believes fund managers and planners must provide products and services to adapt to a world of market volatility, central bank intervention and geopoliti...
Financial planning
Advisers’ understanding of female investors is only at a surface level, according to a State Street Global Advisor report....
Financial planning
A new white paper has called for an irrevocable abandonment of the links between products and advice....
Financial planning
Both ASIC and the Tax Practitoners Board have warned accountants of the potential high cost of not being licensed....
Financial planning
US expats should seek financial advice before renouncing their citizenship in response to the Foreign Account Tax Compliance Act....
Features
Advisers need to bring things back to basics for clients to address barriers and perceptions of advice like complexity, inflexibility, and lack of engagement, Tim Mitchel...
Policy & Regulation
Ex-pats are being urged to seek advice as OECD regulations come into effect enabling global regulators to share financial account information....
Financial planning
Robo-advice should be used to examine investors’ choices and enhance their investments rather than starting from scratch. ...
Financial planning
Financial advisers were ‘pawns’ in the financial industry to distribute products in the past, but this will no longer cut muster, a consultant firm principal believes. ...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...