Flows and cons: What to look for as ETFs abound
Exchange-traded funds have developed quite a following but advisers will have to take extra care with them as more variety hits the market.
January 12, 2018
An attorney’s guide to safeguards against elder abuse
A lawyer and abuse expert shares a guide to preventing the unfortunately common practice in a financial advice setting.
January 11, 2018
‘Bionic’ advice: Half say most services will be automated soon
Almost 50 per cent of advisers expect fintech to computerise the bulk of the industry’s offerings within 10 years.
January 11, 2018
Decide how you want to mistime the market
A downturn appears increasingly likely but picking when it will happen is almost impossible, so determining what kind of loss you’d rather endure is important, Tom Stevenson argues
January 10, 2018
FPA says planners need professional privilege
As the industry becomes a profession, the FPA argues that clients must have confidence their conversations with advisers won’t be shared in court or with a government agency.
January 10, 2018
Super industry stakeholders call for changes to promote equity
In submissions to Treasury, groups called for adjustments to the assets test, the superannuation guarantee and other policies, to improve retirement outcomes for women and more.
January 09, 2018
SMSFs get reprieve for legal entity identifier compliance
European authority announces financial entities, including SMSFs, won’t be required to meet new global standard until mid-2018.
January 09, 2018
It’s an uncertain path to safe harbour on best interests
Showing that your advice process incorporates the elements of Corporations Act Section 961B (2) isn’t a panacea but it helps. Here’s a guide.
January 08, 2018
Goals make clients keen to master money
Peter Malekas shares his perspective on what it takes to help people develop financial skills to last a lifetime, and the central role of advisers in that process.
January 08, 2018
Deadline passes for TPB renewal
Advisers whose registration with the Tax Practitioners Board lapsed after January 1 can no longer legally provide tax advice.
January 05, 2018
Age of disruption casts doubt on power of rate hikes
The Reserve Bank’s favourite lever doesn’t have the same pull it once did. This may cause investors to lose confidence in central banks.
January 05, 2018
Early release of savings for victims of crime proposed
Support for survivors of domestic violence, the release of funds on medical grounds, and criminal restitution top the agenda of a government consultation paper.
January 04, 2018
