Editorial

The Financial Planning Association (FPA) has encountered its fair share of criticism over the referral arrangement it has agreed with...

In recent weeks we have written to our clients and to the media about our concerns about the proliferation of...

With a third of FOS determinations going unpaid the efficacy of Professional Indemnity insurance as a compensation mechanism is under...

While ASIC is right to pursue more timely breach reporting by financial planning firms it should acknowledge that the vast...

Restoring confidence in the financial advice profession has become a catch cry for institutions recently, but the reality of the...

Alternative investments, like hedge funds, can be seamlessly blended into portfolios, but the trick is to remember they are not...

With regulatory change shining a spotlight on fees, platform providers are under increased pressure to justify their value. Perhaps innovation...

A goals-based approach to investing is starting to gain traction with both the advice and asset management industries.    Goals-based...

Investors who take a business-owner approach and shut out market noise are in the best position to distinguish between price...

The concerns expressed by FOS on the renaming of “general advice” overlook the importance of creating a clear separation between...