Financial planning is about more than selling investment products, says Ray Griffin. It is about establishing long-lasting client relationships....
The appointment of Mark Rantall as the new FPA chief executive comes amid revelations of disagreements in the boardroom....
David Benney looks at the advantages and disadvantages of direct shares versus managed funds....
Many financial planners today face having to adopt a fee-for-service model. Much more is being written on the need for this than on how to implement it in practice. Rober...
With the financial crisis effectively over, Benjamin Levy examines the state of the direct property market and looks at the role it should play for investors in the futur...
The Credit Suisse/Tremont Hedge Fund Index has recorded its largest drop since November 2008, losing 2.76 per cent in May - although it still comfortably outperformed oth...
This time we need to be fair dinkum about managed investment scheme change, writes Anthony Abraham. ...
With trailing commissions soon to be a thing of the past, owners of financial planning practices need to ask themselves how much their businesses are worth....
In a speech addressing the Agribusiness Association of Australia, David Bryant explains why tax-effective managed investment funds are fundamentally flawed and pose a sig...
The failures of various agribusiness managed investment schemes have created problems for the planning industry....
The Henry Review, the Government's overview of Australia's tax system, has failed to suggest action on the life insurance/risk needs of consumers....
Alternative investments traditionally offer a buffer against market volatility. Chris Kennedy finds out how they have fared over the course of the last 12 months. ...
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...