Think like a business owner, not just an adviser
Best practice suggests the face-to-face time of advisers, including those who are working owners, should be up near the 60...
Best practice suggests the face-to-face time of advisers, including those who are working owners, should be up near the 60...
Australia's Gwen Fletcher has been appointed a Member of the Order of Australia (AM) in this year's Queen's Birthday Honours...
It is great to know I can still push a few people's buttons. IFA recently (issue 359) published a letter...
The agreement may say both parties can compete for the custom of the client base after termination, but an old licensee...
One of the key risks Australians face in retirement is longevity risk; the risk they will outlive their wealth.
Sino-US talks in Washington might result in the quota that allows qualified foreign investors to participate in the China A-share...
One of my financial planning colleagues describes his business purpose as helping people to 'make work optional'. Both he and...
Something of interest to the ATO and APRA, is the trustees' attention to their fund's investment strategy.
It may not be the role of the financial planner to advise a client on how to make their estate...
It's very instructive to look at just where the stock market is in terms of risk
In today’s investment landscape, middle market direct lending, a key segment of private credit, has emerged as an attractive option...
Digital assets are the fastest-growing investment in SMSFs. Swyftx's expert team helps you securely and compliantly add crypto to your...
Global dividends surged to a record US$518.7 billion in Q3 2025, up 6.2% year-on-year, with financials leading the way. The...
Over the past 15 years, middle market direct lending has grown into one of the most dynamic areas of alternative...
