Common objectives and how they can be dealt with; Estate planning for young families and older clients and blended families - what engages the clients. Asset protection - the risks arising from blended ... Watch video
As goals-based advice continues to become an increasingly important part of an adviser's offering and service delivery, investment platforms are playing a pivotal role in bridging the relationship ... Watch video
Advisers share their personal experience on how their aged care services have assisted their business practice Discussion on what were the key hurdles at the start of the transition and how they have ... Watch video
HUB24 launches white label SMA16 July 2019, 12:06pmHUB24 has partnered with a fund manager with more than $2 billion in assets under a managed account structure to launch a new SMA solution. Read more
FASEA exam was fair: Poll16 July 2019, 11:48amLess than a third of the financial advisers surveyed in Financial Standard's spot poll found the inaugural FASEA exam questions difficult, while the majority said it was reasonable. Read more
Advisers struggle with untapped SMSF market12 July 2019, 11:48amThe demand for self-managed superannuation fund advice has stagnated over the last decade, while overall satisfaction with financial planners has declined to a seven-year low. Read more
Former financial adviser jailed11 July 2019, 12:26pmA former financial adviser who used $5 million in client funds to prop up his own business, pay off his credit cards and gamble has been jailed. Read more
Remembering Ron Grima10 July 2019, 12:16pmKnown for his unwavering support of financial advisers, respected business development veteran Ron Grima passed away on July 2 after a short battle with motor neurone disease. Read more
