'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

Constantly re-weighting the asset mix according to changing market conditions provides the right tradeoff between performance and risk. Read more

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 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

With our investor's best financial interests in mind, how can we best navigate through the uncertainty of financial markets? Read more

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

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

In this report, Suzanne L. Duncan and Shanker Ramamurthy from the IBM Institute for Business Value endeavour to find answers for the question: How will the financial markets industry make money in the future? The global financial crisis has exposed ... Read more

Dean Rushton writes about the findings of the independent consumer research into the behaviours and motivations of homebuyers in the market. The study was commissioned by Loan Market last year and included focus groups made up of first home buyers ... Read more

In this report, Alan Shields discusses the study done by research firm Retail Finance Intelligent into the changes in saving behaviour among consumers since mid-2008, using economic data and the results of The Australian Savings and Deposits Council ... Read more