financial advisers

Financial planning

Sally Huynh - raising the bar in financial planning

Sally Huynh’s dedication to raising the level of professionalism in financial planning scored her the title of runner-up in the 2013 Financial Planner of the Year awards....

Policy & Regulation

Warning on tax exploitation schemes

Full Federal Court decision defines extent of ATO’s powers on promoters of tax exploitation schemes....

People & Products

Betashares appoints director of adviser services

In a move to tap into the growth in popularity of exchange-traded funds (ETFs), BetaShares has appointed Lyndall James as director of adviser services....

Financial planning

Advisers face cyber privacy risk

Planners and dealer groups warned on potential costs embedded in Privacy Act changes for client data breaches....

Funds management

Aged care reforms could see clients disadvantaged

Financial advisers will need to untangle the complexities of the new aged care reforms so that their clients do not miss out on income, a fund management firm believes. ...

Financial planning

Investec launches IFA-oriented product

Investec Australia has launched what it is describing as a bespoke personal banking offering aimed at financial advisers....

Editorial

Harnessing people power

Olivia Maragna has won the inaugural Money Management/Super Review Women in Finance Services Awards' Financial Planner of the Year Award. ...

Editorial

Honesty was the best policy

Carolan Ibbotson has been named BDM of the Year as part of Money Management/Super Review’s Women in Financial Services Awards 2013....

Financial planning

Planners too relaxed about online security

Convenience of cloud storage overlooks need to keep client files secure....

Financial planning

Putting vertical integration into perspective

It’s time to put the vexed question of financial advice and vertical integration into perspective, writes David O’Reilly....

Financial planning

Technology - a threat or opportunity for financial advisers?

The discussion about the impact of technology on the advice landscape is becoming increasingly frequent. Consumers, living increasingly digital lives, will continue to lo...

Financial planning

Is there room for smaller planners in scaled advice?

Is scaled advice a game only the big guys can play? Malavika Santhebennur explores some of the things that might be stopping smaller financial planning practices from pro...

Editorial

Does ASIC have the power and resources it needs?

'Does ASIC have the power and the resources to fulfil its task as corporate watchdog?' is the question the Australian Senate is asking as part of its review of the regula...