There’s still more to say when it comes to forecasts, timing the market and financial advisers, says MICHAEL DALE....
Under the new margin lending regulations, margin lenders will have responsibility for informing clients of margin calls, unless separate arrangements are put in place to ...
With a changing super environment, MARTIN BRECKON considers how planners can manage their clients’ contributions. ...
Investor sentiment in Australia is sliding as investors are unsure about the consequences of the crisis for Australia's economy....
There is a great white elephant in the room that is our super industry - the fact that many of our customers don’t understand what we’re saying. The super industry has ne...
The fees paid for tax returns prepared by an accountant are tax deductible. Should the same apply to a visit to your financial adviser?...
Recruitment specialist warns financial planning practices about the downside of cutting staff when strong skills will be needed to power a recovery. ...
Leyla Banaei says now is the most important time to be focusing on your practice’s marketing using six simple tips....
BankWest has launched a recruitment campaign to increase its financial adviser complement in existing and new stores on the eastern seaboard of Australia....
DAMON TAYLOR takes a look at how self-managed superannuation funds are faring in the current financial climate. ...
Super switchers are failing to get financial advice but most have very low account balances and are migrating to industry funds....
MARTIN BRECKON faces some unassailable truths about super with some practical suggestions....
OVER the past several years the Financial Planning Association (FPA) has, on its members’ behalf, run a substantial promotional campaign on the ‘value of advice’. This ha...
Financial planning software developed that aims to reduce the risk associated with margin lending advice....
Industry body in talks with Cancer Council....
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...