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Editorial
Although revenues continue to trend down, financial planning practice operating profitability has actually risen in the past year, while advisers also indicate they are o...
Financial planning
With appropriate transition arrangements in place, the purchase of a financial planning practice should see 98 per cent of the client base retained, says Kenyon Partners ...
Editorial
Building debt portfolios used to be easy. But it’s much harder now. These days, the debt side of portfolios should be absolutely secure and designed as three buckets. Tim...
Financial planning
Financial advisers have significantly increased their allocations to fixed income investments in the past 18 months and are likely to increase that further, according to ...
Editorial
In the current investment climate, alternative investments can provide valuable diversification. So why are investors still not jumping on the bandwagon? Freya Purnell re...
Financial planning
The rise of the younger, more affluent woman may present a golden opportunity for financial advisers looking to diversify their current client base....
Superannuation
The median growth superannuation fund was up for the fourth consecutive month despite fears over economic stability in Greece and growing concerns that the country may le...
Editorial
It's been a tough 12 months for fund managers with investor sentiment persistently negative and Australian shares among the worst-performing. Unfortunately, things might ...
Superannuation
Growth funds are driving positive returns for Australian superannuation funds, according to Morningstar's interim Superannuation Survey to 30 April 2012....
Financial planning
Macquarie Adviser Service's latest internal survey leaves it feeling satisfied....
Financial planning
Contributing to superannuation is looking less attractive for high income earners following the tax changes in this year's Federal Budget, according to Tupicoffs adviser ...
Funds management
Too many active managers who focus on market movements can over-diversify a portfolio by failing to drill down on specific stocks, according to van Eyk research chief exe...
Financial planning
KPMG report reveals strength of Australia's major banks, but also the weaknesses....
Superannuation
Figures from ASFA's Retirement Standard have shown costs for a comfortable retirement and modest retirement vary greatly and are largely affected by costs for leisure goo...
Superannuation
SMSF advisers need to be careful when considering the right stocks for their clients’ portfolios. Peter van der Westhuyzen takes a look at the benefits of dividend reinve...
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MARKET INSIGHTS
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 ...