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EDITORIAL
Dispensations granted to superannuation funds with respect to intra-fund advice are what many had hoped for but they carry the risk of reputational damage if things go wr...
Financial planning commissions may not be extinct but they are now a seriously endangered species....
Financial planners must take the lessons they’ve learnt from the GFC and begin applying them if they hope to survive the next economic upheaval....
The fees paid for tax returns prepared by an accountant are tax deductible. Should the same apply to a visit to your financial adviser?...
With many in the life insurance industry falling behind or struggling to keep up, Brett Yardley looks at some of the changes that have or are about to occur....
It’s vital that the superannuation industry find ways to overcome apathy and boost the public’s understanding of and engagement with their super....
In the current climate of economic uncertainty, financial planners who insist clients not make any change need to remember our role is to advise not direct....
Financial planners are now an accepted part of the Australian superannuation industry, but there remains plenty of disagreement about how they should be paid, according t...
Attitudes seem to be changing in the superannuation industry as to whether financial planners can offer appropriate advice when remunerated by commissions....
Even the strongest of client relationships can be tested when returns are weak. As Tom Reddacliff explains, long-term relationships between financial planners and their c...
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Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...