financial adviser

Policy & Regulation

With a changing super environment, MARTIN BRECKON considers how planners can manage their clients’ contributions. ...

Funds management

Investor sentiment in Australia is sliding as investors are unsure about the consequences of the crisis for Australia's economy....

Editorial

We’ve been speaking a different language

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...

Editorial

Should financial advice be tax deductible?

The fees paid for tax returns prepared by an accountant are tax deductible. Should the same apply to a visit to your financial adviser?...

Financial planning

Planning practices need to hold good staff

Recruitment specialist warns financial planning practices about the downside of cutting staff when strong skills will be needed to power a recovery. ...

Financial planning

Recession proofing your marketing

Leyla Banaei says now is the most important time to be focusing on your practice’s marketing using six simple tips....

Financial planning

BankWest recruitment goes east

BankWest has launched a recruitment campaign to increase its financial adviser complement in existing and new stores on the eastern seaboard of Australia....

Financial planning

Cashed up and in control

DAMON TAYLOR takes a look at how self-managed superannuation funds are faring in the current financial climate. ...

Financial planning

Super switchers not getting advice

Super switchers are failing to get financial advice but most have very low account balances and are migrating to industry funds....

Financial planning

Turn adversity into an advantage

MARTIN BRECKON faces some unassailable truths about super with some practical suggestions....

Editorial

Your reputation is a valuable asset

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...