Editorial

Claims management fees - achieving the right balance

In the second part of his article on claims management fees, Col Fullagar considers fee-based remuneration models and their impact on claims management....

Editorial

FOFA doing more harm than good?

Andrew Bailo takes a look at the issues arising from the Future of Financial Advice reforms, and concludes that the harmful changes outweigh the beneficial ones....

Editorial

Practical ethics and funds management

Pioneering the cause for ethical investing following its inception in 1994, it is no surprise that Hunter Hall was the clear front-runner and the first winner of this yea...

Editorial

Sectional groups signpost FOFA changes

Recent reports suggesting that a group made up of industry funds, consumer groups and trade unions was ready to drop support for ‘opt-in’ if planners agreed to no longer ...

Editorial

The residential property puzzle

Australian residential property does not behave like other investment classes, writes Tim Farrelly. He explains why this is the case, and makes some forecasts about the f...

Editorial

June research round-up

PorfolioConstruction Forum asks the major research houses about their most recent projects and appointments....

Editorial

Changing Tower for the better

Jim Minto reflects on the recent delisting of Tower Australia, and what it will mean for the company....

Editorial

How the research houses identify risks

Research Review is compiled by PortfolioConstruction Forum in association with Money Management, to help practitioners assess the robustness and disclosure of each resear...

Editorial

Superannuation fund planning: who benefits?

As superannuation funds seek to move further into the provision of full service financial planning, a recent report prepared for the West Australian Government has raised...

Editorial

Benefits of managed funds warrant close analysis

With post-GFC investor confidence returning only slowly, a growing number of planners are placing their clients’ funds into direct shares. Paul Foster asks: is leaving on...

Editorial

The mechanics of charitable investing

Tabitha Lovett explains how to help clients understand the options available to them when it comes to charitable investing. ...

Editorial

Narrow focus limits broader FOFA vision

A strong line of argument is being pursued by sections of the financial planning industry that the Government has been focusing its Future of Financial Advice (FOFA) chan...