Feature: Estate planning


While estate planning has traditionally been the domain of lawyers, the financial planning industry’s shift toward a more client-centric model in the wake of the Future of Financial Advice reforms has seen a gr.. Read More

Feature: A social network


Financial planners have always found it beneficial to integrate themselves into networks where they can get to know prospective clients before starting a professional relationship. Now, the evolution of social media .. Read More

Feature: Challenges ahead for insurance sector


For many in the life insurance sector, 2013 was a year to forget. Large numbers of customers allowed their policies to lapse and claim rates jumped, hitting life companies’ financial results. Now, at the .. Read More

The year ahead 2014 - Part Two


In the second part of financialobserver’s feature, technology sector and industry association representatives share their predictions for the path ahead in 2014. New business deals, opportunities to bed do.. Read More

The year ahead 2014 - Part One


It’s been a massive year for the Australian financial services industry. As the investment and advice sectors worked tirelessly to address government reforms, businesses also pushed ahead with new growth .. Read More

Feature: Asian funds passport in stark focus


Early in 2014, public consultation will begin to determine what model should be adopted to implement an Asia Region Funds Passport (ARFP). The passport would remove legislative barriers that prevent Australian f.. Read More

A new approach to retirement portfolios


Constructing and managing retirement portfolios amid global economic uncertainty, a tidal wave of baby boomers set to retire and the ongoing lessons from the global financial crisis (GFC) means a fresh approach is es.. Read More

The importance of having your financial house in order


In the past six months, a number of advisory firms have collapsed due to poor financial management. So how important is it for financial planners to have their financial house in order before advising clients? B.. Read More

Budget 2013/14 wrap-up


Budget contains no further changes to super (http://www.financialobserver.com.au/articles/budget-contains-no-further-changes-to-super) The federal budget contained no further changes to the superannuation system.. Read More

Super changes and what they mean for your clients


With about two weeks to go until Treasurer Wayne Swan reveals the full details of the government’s proposed superannuation changes in this year’s federal budget, Australia’s super industry has moved.. Read More

Advice version 2.0


Australia’s financial planning industry has reached a tipping point, with a number of industry players suggesting now is the time to act in the areas of scaled or modular advice, online advice and helpline advi.. Read More

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