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.
15 August 2008 | The way multi-managers conduct their research has major implications for clients, writes JOHN OWEN.
12 June 2008 | MARY NICOLE FERIZIS investigates the possible impact on planners of proposed increases in regulation for margin lending.
5 June 2008 | GLENN PEARCE explains how dealer group WB Financial has taken the functionality of its financial planning software system one step further to create a customised cash flow tool that is accessible to clients online.
2 June 2008 | Damon Taylor investigates how financial advisers are approaching direct property in light of the recent turbulent market activity.
2 June 2008 | NEIL SMOLI and TONY MONACO provides a checklist that advisers can use when dealing with a property group.
2 June 2008 | John Wilkinson investigates whether the tendency for investors to turn their backs on alternative investments when markets are down is justified.
2 June 2008 | According to Pia Cooke, now is the ideal time for investors to turn to structured products for capital protection. Here she explains how they work in volatile markets.
2 June 2008 | In investigating how hedge funds have weathered the recent market storms, Janine Mace discovers that not all hedge funds are the same.
2 June 2008 | In the field of absolute return strategies, Hersh Gandhi explains how managed futures and distressed securities offer attractive opportunities in the current market climate.
17 April 2008 | COL FULLAGAR uses two recent court cases to demonstrate how risk insurance questions surrounding occupation may not be as straightforward as you think.
7 February 2008 | WARREN O’ROURKE outlines the impact of the global credit crunch on Australian lenders and borrowers.
7 February 2008 | PHIL NAYLOR backgrounds the impending national regulation of the mortgage brokering industry.
7 February 2008 | ROD CORNISH details how the sub-prime crisis has affected global real estate markets.
6 February 2008 | The financial planner that understands margin lending and how it fits into a client’s wealth creation strategy is able to give informed advice plus develop a new avenue for business growth, writes PAUL LEWIS.
23 November 2007 | Planners are beginning to embrace reverse mortgages. JANINE MACE investigates their changing attitudes.
23 November 2007 | PETER McGUINNESS and ROB BUDREIKA make the case for reverse mortgages by detailing scenarios where clients may benefit from considering this type of equity release product.
19 November 2007 | TIM NETHERCOTE considers the factors a financial planning practice owner should take into account when hiring staff.
1 November 2007 | Crossing the divide
4 October 2007 | Ethical screening: an empowering choice
4 October 2007 | How to become an SRI investor
4 October 2007 | PETER THOMPSON takes ‘feelgood’ investing to a new level with the philanthropic investor model.
4 October 2007 | The brave new world of sustainability
26 September 2007 | The recent re-evaluation of risk and increased market volatility is an opportunity to re-visit the role of fixed income investments as part of a diversified asset allocation strategy, writes ROGER McINTOSH.
26 September 2007 | The fixed interest pretenders