15 August 2008 | Softening in financial markets combined with the continued sharp decline in US housing activity has seen analysts remain pessimistic on the global economic outlook.
15 August 2008 | There have been a number of comments recently with predictions of where our industry is heading and what developments we may see in the future. In assessing the possibilities, it helps if we define where we are and consider how we got here. What were the driving forces and issues that resulted in the financial planning industry reaching its present state?
12 June 2008 | Recently my six-year-old son Benjamin and I were reading a bedtime story about dinosaurs when he stopped me and asked, “Dad, what happened to the Tyrannosaurus Rex?”.
2 June 2008 | Margin lending has become a hot topic during recent months as financial markets have fallen to levels that qualified as a technical correction (negative 10 per cent) then a bear market (negative 20 per cent). As a result of these falls, the number of margin calls has increased.
2 June 2008 | In today’s environment, can a financial adviser effectively and appropriately handle the financial planning needs of 1,000 clients?
19 May 2008 | Few would argue that access to advice is crucial. The value of advice for individuals and their families has been demonstrated recently by both the Financial Planning Association’s ‘Value of Advice’ report and case studies submitted for Financial Wisdom’s Value of Advice awards.
6 February 2008 | Are we product floggers or professionals, asked Jeff McMullen at the recent Financial Planning Association (FPA) Conference, and a panel of industry identities gave their views on a series of questions he posed. Once again, the key differentiator between whether you were a professional or not seemed to boil down to whether you took commissions or charged a fee for service.
14 December 2007 | Making research relevant
19 November 2007 | With an increasing need for tax-friendly income streams, the popularity of unlisted property trusts for SMSFs may be set to rise, writes STEPHEN PAYNE
10 August 2007 | It’s always easier to tell someone else how to run their business than to focus on running your own.
2 August 2007 | Peter McGuinness clears up what he believes are basic misunderstandings of equity release products.
28 June 2007 | The investment property situation is looking rosier than it has for a while. We are seeing a gradual upward trend that appears set to stay for quite some time and is certainly one that will be interesting to watch.
14 September 2006 | Abstract Long
24 August 2006 | Abstract Long