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EDITORIAL
While people are generally reluctant to embrace change, the more proficient financial advisers will adjust swiftly to their new landscape following proposed FOFA amendmen...
An issue that confuses advisers is widely different ratings for the same fund. The Five Oceans Wholesale World Fund is a case in point, with ratings from investment grade...
Fund managers remain divided regarding the merits of alternatives, with some financial planners ignoring the sector entirely, writes Benjamin Levy....
Frequent changes in the law mean compliance issues can often be a legal minefield. Here, lawyers David Court, Sonnie Bailey and Kathryn Wardrobe answer three frequently a...
The repeal of the Foreign Investment Fund rules (FIF) should have a significant impact on the alternatives space in the coming months....
When you discover, more than two years after the event, that you’ve stuffed up a policy initiative, such as Stronger Super, you really owe it to the electorate to f...
Environmental, social and governance (ESG) issues are increasingly guiding portfolio construction. However, taking an ESG approach can introduce new risks. Chris Kennedy ...
Stephen Hart gives a working example of inflation-linked bonds....
Strong economic growth in core Europe is masking the weaker performances of the peripheral economies, writes Alexander Scurlock....
With the Government having released its FOFA proposals, Rick Cosier writes that financial planners have fallen victim to a range of blatant misconceptions that need to be...
With remote access and flexible working hours becoming par for the course, Bruce Gingell considers the viability of the mobile financial planning business model....
With climate change at the forefront of many investors’ minds, now may be the time to get started with an environmental, social and governance approach to investing...
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Podcast
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...