financial advice

Features

Leverage a valid strategy if used correctly – Margin Lending Roundtable Part 1

Irrespective of the Federal Budget, leverage will remain an important strategy device for both planners and their clients, according to a Money Management roundtable....

Features

What a typical margin lending client looks like – Margin Lending Roundtable Part 3

Your typical margin lending client may not be who you expect him/her to be, especially when the pursuit of tax breaks is left out of the equation, according to a Money Ma...

Features

Matching leverage to the right clients – Margin Lending Roundtable Part 4

The global financial crisis and the collapse of Storm Financial placed a spotlight on the need for adviser education and the reality that leverage is not appropriate for ...

Features

Defining a strong value proposition in an evolving market

With the blurring of what services financial advisory practices deliver, advisers need to define what drives value in their business to stay on top of their game, David C...

Features

Law and order in financial services

Advisers could face hefty lawsuits if they are unable to keep pace with regulatory change and capability development. Jassmyn Goh finds out how advisers can avoid legal t...

Financial planning

AFA calls for 'adaptive practices'

The AFA is encouraging advisers to address changing customer preferences to stay ahead of the game. ...

Financial planning

Women more satisfied with advisers

Female investors and those aged over 45 are more satisfied with their advisers, while those aged over 60 were less satisfied with their adviser’s technical ability. ...

Financial planning

Robo-advice impact evident but is it all positive?

While the majority of investment professionals believe robo-advice will slash advice costs, the jury is still out on whether the industry will be “unambiguously better of...

Financial planning

Will banks be required to maintain whistle-blowing protocols?

The Scrutiny of Financial Advice inquiry is pointing towards companies being required to maintain whistle-blowing protocols similar to those in the public service....

Editorial

Banking Royal Commission an electoral theatre prop

The Federal Opposition’s calls for a Royal Commission into the banking industry represents a continuation of a campaign started by industry funds nearly three years ago....

Financial planning

Technology boosts education but doesn’t replace adviser

Technology can increase financial literacy among Australians but online advice solutions cannot replace the an adviser with emotional intelligence, Deborah Kent said....