Timing is everything – and savvy investors are exploring the industry’s intricacies before dishing the dosh to active managers to get results. Janine Mace adjudicates. ...

Markets are still riding rocky terrain, and investors aiming to cut costs on fees are steering their assets towards index funds. Janine Mace reports. ...

Using questionnaires to determine an investment strategy is often frowned upon by both local and international regulators. As Paul Resnik explains, financial advisers wil...

Even the strongest of client relationships can be tested when returns are weak. As Tom Reddacliff explains, long-term relationships between financial planners and their c...

The fundamentals are good, the performance is there, and the sector has turned over a new leaf, but investors are still gun-shy. Will falling interest rates finally make ...

Col Fullagar explains the many advantages rehabilitation benefits provide income protection insurance policies....

Mike Taylor writes that the reputational damage often suffered by the financial planning industry might be substantially reduced if regulators and the media were a little...

AIA Group has released interim results to May 2012....

The increasing acceptance of managed futures is welcome news, but Dominic McCormick believes retail investors should know what to expect....

Money Management’s Top 100 Dealer Group data has underscored the re-emergence of institutions as the dominant force in Australian financial planning....

Julian Robertson suggests a practical strategy when introducing money into the market and another for managing existing portfolios....