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Financial planning
For years financial planners have tried to maximise the value of partnerships with accountants, but the relationship is more often than not sub-optimal, writes Martin Ker...
Financial planning
Proving that advice is given in the best interests of clients is more critical than ever if financial planners want to avoid a day in court, writes Paul Resnik....
Financial planning
The looming choice of fund rules are beginning to have a positive impact on superannuation fees, as retail providers cut costs to compete with cheaper industry and not-fo...
Financial planning
How do you charge fees to your clients – upfront or ongoing? The value of your practice could double depending on how you charge for your advice, writes John Ellison....
Financial planning
Perpetual Trustees has indicated its private client and accountant referral-based Wilson Dilworth planning businesses will soon sit under the one brand while retaining tw...
Financial planning
Commonwealth Bank of Australia’s broking arm CommSec has created a margin lending tool that enables financial planners to assess the probability that clients will face a ...
Financial planning
Tony Rumble argues the risk of protected loans can be diminished if used in a progressive manner....
Editorial
Robert Keavney returns to the topic of hedge funds, and stands firm on his view that this asset class requires a higher level of wariness among advisers....
Financial planning
Research house Lonsec has released its annual review of the property securities sector, describing the final quarter of financial year 2004 as a defining moment for liste...
Financial planning
Investors over 55 years-old are embracing the Internet revolution in droves and bypassing younger generations in terms of online broking according to research conducted b...
Funds management
Deutsche Asset Management (DeAM) will offer margin lending for its hedge fund-of-funds after striking a deal with Tricom Equities with the latter to co-distribute the pro...
Financial planning
The listed property trusts (LPTs) sector is no longer the ‘safe haven’ asset class it was once considered to be, and advisers need to be aware of the changing risk profil...
Financial planning
The Sealcorp-owned advisory group Securitor will extend its services into estate planning and enhance the research it offers to advisers in the area of alternative invest...
Financial planning
One of the longest running listed investment companies, the Aberdeen Leaders Fund, has announced a share buyback ahead of the payment of a one cent dividend to unitholder...
Superannuation
The Australian Taxation Office (ATO) has issued a blunt message to self-managed superannuation funds (SMSFs) warning the honeymoon period in its regulation of the sector ...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...