FINANCIAL ADVISER

Financial planning

In the 15 years since I linked up with Bodinnars Financial Planning, now part of the Fiducian Group, a myriad of changes have taken place in our industry. ...

Financial planning

Paul Resnik and Dan Ratner share their different industry experiences to present this insight into the future of financial planning....

Financial planning

While direct property has fared better than listed property trusts in recent times, they are not necessarily a safe haven, writes Damon Taylor. ...

Financial planning

Investors in retail fund products should be given the right to turn off a trail payment if they feel they are not receiving any service from their nominated adviser, acco...

Financial planning

There’s still more to say when it comes to forecasts, timing the market and financial advisers, says MICHAEL DALE....

Financial planning

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 ...

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

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

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

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

Financial planning

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

Financial planning

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

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

Financial planning

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

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

3 months 1 week ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

4 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

4 months 1 week ago

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

5 days 21 hours ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

3 weeks 5 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

1 week 4 days ago
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