Judgement day for financial advice
16 March 2018 by Kate Cowling
When a surprise royal commission into the financial services sector was announced, commentators speculated that financial planning might escape the wrath of the commissioner. At the opening of the inquiry however, it became clear financial...
Influential US adviser has praise, criticism for Australia
28 February 2018 by Tahn Sharpe, Professional Planner
In Australia, advice is handicapped by a top-heavy, bank-dominated landscape, while the Americans enjoy a much broader, more balanced market, with a stronger independent sector. The problem with US advice, is that the regulatory guidelines...
Valuable SMSF market just keeps on growing
20 December 2017 by Rodney Lester
The use of Australia’s unique self-managed super fund structure continues to grow in both raw numbers and as a proportion of total superannuation. Despite this, in its current adviser survey, Adviser Ratings found that about 65 per cent of...
Adviser Ratings appoints wealth CEO
15 November 2017 by Money Management
Adviser Ratings has announced the appointment of former Standard & Poor’s executive, Mark Hoven as chief executive, wealth.
25 questions to ask your financial adviser
9 November 2017 by Jonathan Hoyle, Cuffelinks
Financial advice as a profession is finally coming of age. But where to start?
How to get the right advice for your self-managed superannuation fund, or SMSF
6 November 2017 by
A successful SMSF should be viewed as one where you have great comfort that the fund is operating well and all necessary items are attended to in a timely manner.
Stubborn beliefs about women, men and money
5 October 2017 by Rodney Lester, Professional Planner
There seems to be a general belief in society that, compared with men, women are not as good at finance, and lack the confidence of their male counterparts. There’s much conventional wisdom about how men and women approach money differentl...
The next 10 years: Disrupted in a decade
21 September 2017 by Jonathan Hoyle, Professional Planner
The next two years in Australia’s financial advice industry will probably be business as usual; the next 10 will change the landscape beyond recognition.
Factor in the robo-advice
21 September 2017 by James Kirby, The Australian
The financial advice sector is ripe for digital innovation, thanks to customers increasingly unhappy with standards and a business model that is no longer financially viable.