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...
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 ...
PorfolioConstruction Forum asks the major research houses about their most recent projects and appointments....
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...
Jim Minto reflects on the recent delisting of Tower Australia, and what it will mean for the company....
Research Review is compiled by PortfolioConstruction Forum in association with Money Management, to help practitioners assess the robustness and disclosure of each resear...
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...
With market economists pointing to the existence of a ‘wall of worry’ built on bad economic news out of Europe and the US, Mike Taylor writes that advisers will need to g...
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...
With the Australian dollar reaching record highs in the last few months, Dominic McCormick looks at the issues a strong currency has raised for investors. ...
Tabitha Lovett explains how to help clients understand the options available to them when it comes to charitable investing. ...
Tim Browne shares his views and presents some case histories as he surveys the much-debated topic of banning commissions for risk insurance within superannuation. ...
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...