financial advisers

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...

Financial planning

Investec launches into financial adviser lending market

Investec Australia rolls out lending offering to independent financial advisers....

Editorial

Are equity income funds worth the hype?

Equity income funds may not live up to their hype, writes Morningstar's Kathryn Young. ...

Financial planning

Sinodinos outlines Govt FOFA objectives

Sinodinos confirms Government’s intentions and timetable on FOFA changes along with moratorium on major change during Financial Systems Review....

Editorial

Australia defying global index funds trend – for now

Although the rest of the world has moved heavily into index funds in recent years, Australians and Kiwis have to a degree maintained their love affair with an active mana...

Life/Risk

Matching clients' risk insurance needs with solutions

Financial advisers still face some high hurdles in trying to match clients’ risk insurance needs with solutions but there are ways of overcoming these challenges, writes ...

Financial planning

Age a factor in investor-planner satisfaction

Investors belonging to particular age groups are more satisfied with their financial planners than others....

Financial planning

Advises fail to realise social media benefits

Financial advisers are often frustrated with lack of return on investment on their social media effort, according to head of i-Impact Group Claudio Pannunzio....

Financial planning

How financial planners can make social media work for them

Social media has been heralded as the next big thing for some time now, but to make it work in their industry planners need to approach the medium differently, writes And...

Editorial

Is it too soon for investors to abandon the cash safe haven?

As the shadow of the Global Financial Crisis finally passes, the popular ‘safety in cash’ philosophy seems to have departed too. But with an ageing population and the mem...

Editorial

Wealth management challenges and opportunities in Asia

This may become the Asian century but the wealth management sectors of each Asian country behave differently and have varying products, processes and problems that requir...