Is CPA Australia’s financial planning venture an assertive move to lift industry standards or an act of post-exemption self-preservation?...

Col Fullagar explores the advantages of advisers applying a logical basis when deciding on a trauma insurance benefit amount for clients....

Siddharth Saravat presents the case for a bright future for the Indian economy under the helm of Prime Minister Narendra Modi, but outlines the hurdles that remain....

Alena Miles explains why marriage should prompt advisers to re-visit clients’ estate planning. ...

Catherine Chivers outlines what implications some of the 2015/16 Budget measures have for clients....

Financial technologies such as peer-to-peer lending, robo-investing and digital currencies are here to stay and regulation and laws have to catch up, Grant Holley writes....

High satisfaction levels increase client retention over the long-term, growing their investments with you and referring business to your practice, Sherise Mercer explains...

David Griffith looks at the myths surround alternative investments, and argues they have multiple uses in a range of investor portfolios....

Anna Mirzoyan looks at how the family trust structure can protect and distribute family assets in a tax efficient way....

With research illustrating the high costs of under-insurance, advisers have a vital role in helping consumers understand the importance of adequate insurance cover, Jim M...

In the sixth of a series on equity investing, Hugh Young explains why long-term competitive advantage is so important when looking for companies in which to invest....