TONY RUMBLE | THURSDAY, 14 JAN 2010 The relevance of financial planners is under increasing scrutiny from investors and regulators. APRA's June 2009 paper Investment performance ranking of superannuation firms questions the value of traditional managed funds and pose important questions ... Read more STEVE KEEN | THURSDAY, 14 JAN 2010 The RBA believes the Australian housing market wouldn't experience catastrophic effects like those of other OECD countries, especially the US. According to their numbers, house prices are no longer overvalued and mortgage repayments are back to ... Read more MARK STORY | THURSDAY, 14 JAN 2010 Confronting entrenched prejudices towards 'all things financial' can be the first step towards adding value as a fee-based financial planner. Read more MARK STORY | THURSDAY, 14 JAN 2010 'Trouble-free' retirement solutions invariably belie the dark art of balancing tax-effectiveness with asset preservation, assurance of income - plus that all-important capital growth. Having endured the ups and downs associated with running their own ... Read more MARK STORY | THURSDAY, 14 JAN 2010 Constantly re-weighting the asset mix according to changing market conditions provides the right tradeoff between performance and risk. Read more LESTER WILLS | FRIDAY, 22 MAY 2009 Lester Wills discusses research originally written by James Montier. Montier has developed a list of 10 perilous errors people make when investing. Wills says that when you consider Montier's list, they seem pretty obvious. "Too many things that are ... Read more DIANA BEAL | FRIDAY, 22 MAY 2009 Diana Beal is a retired academic. Her paper comes from research she conducted while Associate Professor in personal finance at the University of Southern Queensland. The research sought to answer the question about how much older Australians intended ... Read more SCOTT LAWRENCE | FRIDAY, 22 MAY 2009 With our investor's best financial interests in mind, how can we best navigate through the uncertainty of financial markets? Read more JULIA FEHER | SUNDAY, 10 MAY 2009 Julia Feher won the 2009 IFSA Deloitte Future Leaders award for this paper, which looks at the different ways that the financial advice industry can ensure quality advice for clients whether the markets are up or down. Feher explores how the market ... Read more JOHN BASSILIOS | SUNDAY, 10 MAY 2009 With Australia showing a resilient economy through the global financial crises and looking like having a booming financial services industry, it's no surprise that overseas companies want a share of the Australian market. John Bassilios explores ... Read more |
Latest News
Advised clients more satisfied despite heightened costs: Report
A new report highlighting the value of financial advisers indicates clients are even more satisfied despite a higher cost of seeking advice.
First Guardian victims advance in case against InterPrac
The Federal Court has forced InterPrac Financial Planning to pay two victims of the First Guardian Master Fund that collectively lost a total $465,000.
Frontier Advisers brings Segal Macro, LCP partnership to close
Frontier Advisers, Segal Marco Advisers and Lane Clark and Peacock (LCP) have decided to bring their Global Investment Research Alliance (GIRA) to a close, after 13 years of partnership.
Mulino brings New Class of Advisers to life, guarantees fairer CSLR funding
Assistant treasurer Daniel Mulino will forge ahead with the New Class of Advisers (NCAs) as part of highly anticipated Delivering Better Financial Outcomes (DBFO) reforms and laid out a blueprint of how the Compensation Scheme of Last Resort (CSLR) will be fairer for financial advisers.
Further Reading
Cover Story
Advice with soul
SACHA BURCHGART
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
Though she initially tried, Sacha Burchgart couldn't escape the call of a career in financial advice; it just took staring down her own mortality to see what's possible when you do things differently. Jamie Williamson writes.
Expert Feed
The bond market's inflation blind spot
While markets have reacted to the latest escalation in the Middle East, longer-term inflation pricing continues to imply that these disruptions will be ...
Confidence to spend: why retirement planning is about more than investment performance
Many retirees face a critical challenge in retirement, and that is how to spend confidently not knowing how long their savings will last.
A never ending story of levies
The extensive processing period for Shield and First Guardian complaints means financial advisers will likely not be able to see an end to a series of ...
When 'diversification' stops being diversified
While many are worried about the dominance of US mega-cap companies, the same trend is also transpiring domestically, creating a concentration issue for ...
