CASH FLOW

Financial planning

Accounting business WHK has delivered a "solid" fiscal performance for 2011 despite reporting a decline on a number of fronts, including revenue and cash earnings per sha...

image
Superannuation

It is critical for the financial services industry to work with business owners to help them prepare for comfortable retirement. Sam Rubin examines different strategies p...

image
Financial planning

Financial planning practices looking to expand are finding it increasingly difficult to source funding, as banks tighten their lending criteria amid economic and regulato...

image
Financial planning

Some of the industry's largest dealer group leaders have attempted to map an approach to pricing scoped advice, but key cost differences have emerged between the groups....

image
Editorial

A recent study has shown that advisers see their client relationship as the primary foundation of their value proposition. Fiona Mackenzie describes the importance of a ...

image
Editorial

As Australian planners seek to come to terms with the Government’s Future of Financial Advice changes, Paul Resnik outlines events in the United Kingdom and their impact ...

image
Funds management

With more and more investors wanting access to property investment advice, the expertise required is often beyond the scope of most financial advisers....

Editorial

Stephen Hart examines the rising cost of living and ways to protect clients against a rise in both the consumer price index (CPI) and its volatility....

image
Financial planning

Bibby Financial Services claims the Commonwealth Bank's exit from debtor finance will not slow the market....

Financial planning

Intouch Finance, the wealth management division of non-bank lender intouch Home Loans, has announced it will immediately launch a debtor financing product....

Financial planning

Budget changes making the directors of phoenix companies personally liable for unpaid super could have far-reaching consequences, but will ultimately benefit employees....

image
Financial planning

A reduction in the low-income tax offset (LITO) for minors will have the desired effect of reducing tax reduction strategies for family trusts, but could also disadvantag...

Editorial

With the Government having released its FOFA proposals, Rick Cosier writes that financial planners have fallen victim to a range of blatant misconceptions that need to be...

image
Financial planning

The Australian Securities and Investments Commission (ASIC) has proposed a tightening of the rules around the financial requirements for issuers of over-the-counter deriv...

Funds management

Realindex Investments has added an emerging markets fund, which re-weights stocks according to their economic footprint....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

1 month 3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month 4 weeks ago

Interesting. Would be good to know the details of the StrategyOne deal....

2 months ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

2 weeks 1 day ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

1 week 1 day ago

The FAAA has secured CSLR-related documents under the FOI process, after an extended four-month wait, which show little analysis was done on how the scheme’s cost would a...

5 days 19 hours ago