11 December 2008 | Peter Roan has once again impressed judges with his remarkable approach to financial planning and service to the community.
11 December 2008 | Wayne Leggett is quick to admit that he didn’t choose financial planning as a career and that it really chose him.
11 December 2008 | COLIN OWENS considers the strategy options available to the investing public
11 December 2008 | With the current uncertainty in investment markets, clients who had planned to retire in the next five years may be asking if that’s still achievable, writes ANDREW BIVIANO.
11 December 2008 | DAVID SIMON offers tips for advisors
11 December 2008 | GEORGE AVRIMEDES considers the impact of inheriting from a deceased estate on social security recipients.
11 December 2008 | Many planners – and their clients – are wishing they had entered the credit crunch with more conservative portfolios.
11 December 2008 | The inclusion of managed futures to an investment portfolio can offer diversification, downside protection and an improved risk and return profile.
4 December 2008 | 2008 Year in Review - STEPHEN VAN EYK from van Eyk Research takes a look back at 2008
4 December 2008 | 2008 Year in Review - BARRY LAMBART with his take on the year's turbulence.
4 December 2008 | 2008 Year in Review - Tough times will cause exstensive changes in the financial environment according to BRIAN BISSAKER
4 December 2008 | 2008 Year in Review - Senator NICK SHERRY, Minister for Superannuation and Corporate Law looks at one of the most testing years in living memory.
4 December 2008 | 2008 Year in Review - JO-ANNE BLOCH looks back at a turbulent year
4 December 2008 | 2008 Year in Review - 2008 is a year that most investors would prefer to forget. I should confess up front that I didn’t see anywhere near the severity or the duration of the panic we have seen. So what went wrong?
4 December 2008 | 2008 Year in Review - The extraordinary events of 2008 can be described as stemming from ‘fat tail’ risk. I have always thought that such an explanation provides little comfort...
27 November 2008 | Money Management’s Top 5 List of Everything ranks the important issues of 2008. In our assessment of the past year, we take a look at the people, companies and products that came out on top, the largest dealer groups, the biggest flops, the top platforms, the popular flavours, the most significant issues and the ones to watch.
27 November 2008 | ALENA MILES considers the benefits of taking the superannuation death benefit as an income stream.
20 November 2008 | Non-traditional employee benefits like financial advice are increasinly important to these uncertain financial times
20 November 2008 | Offering equity to planners may give your dealership a competitive advantage
13 November 2008 | RUDY HADDAD explores structuring total permanent disablement cover inside super.
16 October 2008 | There is a growing view that environmental, social and corporate governance (ESG) issues can influence the performance of investment portfolios. CLAIRE GALEA outlines the framework for incorporating these into investment decisions; the UN Principles of Responsible Investment.
25 September 2008 | ARTHUR NAOUMIDIS explains how separately managed accounts may provide a solution for SMSF investment strategies.
24 September 2008 | From angry investors to negative media, listed property has had a tough run in recent times. JANINE MACE investigates its fall from grace, how long the bad news is likely to last and what the future holds for the sector.
24 September 2008 | HOWARD BRENCHLEY looks back over the past 10 years to understand the evolution of listed property.
24 September 2008 | PAUL IRELAND examines the link between risk and frequency of valuations of property allocations.