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More high net worth's embracing advisers

 
  Feb 16, 2016 
 
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Events

Invest 2016: International Equities

With current global stock market volatility now is the time to get the insider’s view on global markets and what this means for investors in 2016 Read more

Latest News

Adviser usage increases among HNWIs

More high net worth individuals were using advisers but there was still pressure on advisers to demonstrate value to a group that doubts adviser expertise. Read more
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Accountants look to advice in cutthroat environment

New research suggests accountants are looking to advice amid cutthroat competition for compliance fees. Read more

Challenger benefits from super reach

Challenger Limited has reaped the benefits of selling annuities via both super funds and platforms. Read more
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Confidence an issue in SMSFs

SMSFs need policies that address and protect women from being left behind by the super system, according to a report. Read more

Ex-Macquarie funds manager banned

ASIC has banned a former director of Macquarie Agricultural Funds Management Ltd from providing financial services for six years, over a “fake family office”. Read more
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TAL to focus on client engagement

With the spotlight on professional standards of the advice profession, TAL has added a client engagement stream to its education program. Read more

Non-resident Indians angels of the subcontinent’s millionaires

Money from non-resident angel investors is set to fuel India’s thriving IT industry, as the nation’s proportions of HNWIs soars in the coming years. Read more
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SMSF retirement course to launch

Accurium and the University of Adelaide have partnered to launch a one-day SMSF retirement course for SMSF practitioners. Read more

Former Sydney adviser banned

A former Sydney financial adviser was permanently banned from providing financial services after pleading guilty to three charges of dishonesty, and creating false documents. Read more
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Editorial

Transitionary arrangements the key to new regime

Many financial planners may choose to leave the industry over the next two years, but the Government and the regulators can minimise those exits by getting the transitionary arrangements right, Mike Taylor writes. Read more

Learning to live with the LIF

Like them or not, financial advisers should already have begun making the adjustments necessary to operate within the new Life Insurance Framework, writes Catherine Evans. Read more

Toolbox

Age Pension and the Assets Test — How will your clients fare?

It’s a fresh new year, new challenges, new opportunities, and there’s one year to prepare clients for the changes to the Assets Test that will be applied from 1 January 2017, Vanissa na Ranong writes. Read more

Features

Managing those who manage themselves - SMSFs

Specialist education and training seems to be the key to restoring trust in advisers among sceptical self-managed super fund members, Malavika Santhebennur writes. Read more

Taking the alternative route

Jassmyn Goh finds out if investors are looking to alternative investments to beat market volatility and a low interest rate environment. Read more

 
 
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