Performance graphs can be misleading, warns Rob Keavney, who explains how fund managers and others can create false impressions of investment performance....
Many financial planners now use model portfolios to assist in the complex task of managing their clients’ wealth. But is a model portfolio the best option, and what are t...
Research from Wealth Insights and Investment Trends reinforces the degree to which financial planners understand the need for remuneration reform....
Profit down 33 per cent compared to previous period, revenue down by $34 million....
ANZ has announced an 11 per cent decline in profit, a substantial rise in impairments, and a struggling wealth division....
Chris Bowen has sent a clear message that the Government will be cherry-picking the recommendations of the Henry Tax Review....
With so much focus on remuneration, Rick Di Cristoforo believes it may be time for financial advisory services to proactively educate their clients on the value they offe...
Concessions and how people should access and pay for advice have emerged as the key issues in relation to superannuation and financial services reform....
Despite a turbulent year for the financial services industry and the company itself, van Eyk Research has substantially improved its bottom line, while maintaining key bu...
In the wake of recent corporate scandals and the global financial crisis, Ray Griffin asks whether the label ‘financial planner’ has become a burden to the industry....
The global financial crisis has dampened Australians’ ardour for lump sum superannuation payouts, with the result that a rash of new pension products are coming to market...
It is reassuring that the chairman of the Parliamentary Joint Committee on Corporations and Financial Services, Bernie Ripoll, has indicated that he really does understan...
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...