In an effort to better inform trustees as well as its adviser clients, Wealthtrac has launched a mobile app that is designed to deliver news and information to anyone int...

Col Fullagar delves into the pros and cons of winding up an income protection policy and taking a commuted benefit, and what the process of commutation involves. ...

SPAA says lower concessional contribution caps have driven investors to opt for negative gearing outside of super....

SPAA claims the level of exposure of SMSFs to residential property is being over-stated. ...

As SMSF regulatory reform puts the spotlight on the relationship between accountants and financial advisers, David Clatworthy looks at how the relationship may evolve in ...

Trustworthiness and relevant qualifications are clients’ top considerations when choosing a financial adviser, according to a survey conducted by a global financial plann...

ClearView has picked up gold for its LifeSolutions Business Expense in the 2013 Money Management/DEXX&R Business Overhead product category. ...

When clients are paid less than they expect, they tend to be as unforgiving as the sands of the Serbonian bog on those unwittingly caught in them – financial advisers – w...

If a product receives a glowing review by a research house and subsequently fails, should the research house be partly responsible? The Parliamentary Joint Committee rece...

Video blogging can be a great marketing vehicle for financial advisers to showcase their knowledge, but the key is to stay timely with existing and potential clients. ...

While a recent Money Management/Association of Financial Advisers thought leadership breakfast traversed the manner in which FOFA has accelerated the penetration of techn...

A former WealthSure financial adviser has pleaded guilty to 22 criminal charges including falsifying client withdrawal requests....

The growth of the self-managed superannuation funds (SMSF) sector could be damaged by the failure of fund members to properly manage the funds and their holdings, accordi...

Thanks to the best interests duty financial advisers now have a better chance then ever to identify quality licensees, writes Anne Fuchs. ...