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Dealer group support has seen Lonsec Fiscal regain its mantle in part two of Money Management’s 2016 Rate the Raters survey, Oksana Patron finds....
A Money Management roundtable has signalled that judging duration exposure remains a key factor in the fixed interest space in the face of continuing uncertainties in the...
Planners need to ensure that the defensive parts of their client's portfolios are truly defensive in the face of uncertainty in the global bond market....
Financial planners need to be frank with their clients and persuade them to accept the inevitability of a lower return environment. ...
Seasons greetings, Merry Christmas and a Happy New Year, from Outsider....
Outsider doffs his hat to financial planning’s men in Lycra — the chaps who are participating in this year’s Future 2 Wheel Classic — this time in Western Australia....
Outsider has just one piece of advice to those Americans thinking of escaping The Donald and embracing the shores of Australia: just don’t come by boat....
Daniel Park examines how derivatives can play many roles in risk management and return creation despite being under the microscope in recent times....
There can be no more grievous indictment of a service provider than that they continually charged for a service that was never provided....
There have long been accusations that industry funds have been the beneficiaries of generous rebate arrangements from group insurers and both the Productivity Commission ...
Mortgage funds may be a solution to the income generation challenge as they avoid an asset/liability mismatch and allows investors to tailor risk and return, Roy Prasad w...
Trust needs to be established as a core competency to help deliver quality advice and to help consumer regain trust in financial services, Charmaine Cheung writes....
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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...