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Financial planning
Now that client sentiment is changing for the better, advisers have a real opportunity to show off their portfolio construction skills, according to Damen Purcell, head o...
Funds management
The majority of Australian share fund managers are heavily overweight to the “quality” end of the share market while few hold bias towards value stocks....
Editorial
Market conditions are driving a renewed interest in alternative investments, but a number of practical limitations may be limiting allocations in the retail space. Bela M...
Funds management
New US research points to increasing outsourcing among wealth managers looking to revamp and save costs....
Editorial
Coaxing clients back into property post-GFC may not be as hard as some imagine, so long as you get the balance right, writes Damian Fitzpatrick. ...
Financial planning
The Board of Taxation has finished its report into equity of tax treatment between conventional and Islamic finance products....
Financial planning
NAB chief economist, Alan Oster questions validity of RBA economic outlook....
Superannuation
While experts appear to be urging SMSF investors away from cash, CANSTAR's Chris Groth believes there may be more to that ‘long-term marriage' with cash than people might...
Financial planning
Roy Morgan data points to strengthening business confidence among financial services and insurance firms, but eFinancialCareers claims retrenchments are the order of the ...
Financial planning
Due to conflicts surrounding the link between product and advice, large parents of financial planning groups should use monitoring mechanisms to ensure the advice provide...
Financial planning
Industry executives are questioning the wisdom behind suggestions that financial planners should move their clients away from investment platforms....
People & Products
Treasurer Wayne Swan has recommended the appointment of Wayne Byres as the next chair of the Australian Prudential Regulation Authority (APRA) to the Governor-General. ...
Editorial
A pendulum has to swing both ways before returning to a centred equilibrium. Does this mean the next few months will see calm world markets? Fidelity’s Betty Ng writes....
Financial planning
Latest figures from Radar Results indicate risk clients under 50 are a planner’s most valuable asset....
Financial planning
New research suggests planners are finding 2013 profitable despite the impact of legislative change and continuing market uncertainty....
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...