Mar 09, 2016 
 
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Events

Fund Manager of the Year 2016

Recognise your stellar performers and nominate now for BDM, Young Achiever, Paraplanner and Financial Planner of the Year. Nominations close in 4 weeks! Read more

Latest News

Time for insurers to make commitments

With insurers under the microscope for their claims handling, Col Fullagar is arguing it is time for them to make commitments to meeting the promises inherent in their product offerings. Read more
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CommInsure claims placed under Senate scrutiny

The Government has backed the claims against CommInsure being referred to an expanded Senate Committee at the same time as endorsing a full-blown ASIC investigation. Read more

Social security top of mind

Financial advisers are seeking clarification and support on how the Assets Test change will affect their Age Pension eligibility, according to Challenger. Read more
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Too much cash in SMSFs

SMSF investors need to invest in a more diverse range of equities to grow wealth at a much faster rate, OnMarket BookBuilds believes. Read more

Client demand spikes for margin loans

Market volatility is once again driving a rise in client demand for margin loans, similar to the pattern seen in 2012 during turbulent market conditions. Read more
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Unadvised unaware of retirement needs

There is a “black hole” in unadvised workers’ understanding of how much they will need to sustain their retirements, an international advisory firm reports. Read more

Agility key for evolving needs of advice clients

Technological dexterity is necessary for responding quickly to adviser demands, according AdviserLogic’s head of product development, Daniel Gara. Read more
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Toolbox

Essential retirement client conversations in 2016

Minh Ly takes a look at the impact of some recently legislated changes to the Age Pension and Aged Care rules and how they can form part of client conversations. Read more

Editorial

Time for orderly policy discussion

The policy speculation around taxation and superannuation has become chaotic and the Government must bring the process back to order. Read more
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Features

Cutting the cord and owning a practice

Jassmyn Goh looks at what it takes for advisers to own their own practice, and why it is vital to explore succession planning from day one in part two of this feature on adviser life stages. Read more

Backing yourself with fixed income

Planner allocation to fixed income has declined year-on-year since 2012, but Malavika Santhebennur asks if market volatility and a turbulent share market will force them to re-think their options for the sake of diversification. Read more
 
 
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