Editorial

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

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

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

Changing Tower for the better

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

Editorial

Facing the challenges of a strong currency

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. ...

Editorial

Inflation fears about the US

There are widespread concerns that the large-scale quantitative easing by the US Federal Reserve will lead to a resurgence of inflation. Robert Keavney weighs up the evid...

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

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

Financial advice shared makes for protection doubled

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. ...

Editorial

Investor sentiment due for a cold snap

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...

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...