Features

Still haunted by memories of the GFC, investors are excessively focusing on yield to the detriment of diversification. Knowing how crises manifest in different ways, they...

Editorial

The personal touch

While it may sound paradoxical, approaching financial planning like a friendship or relationship could be the key to improving professionalism, Nataliya Denisov writes. ...

Editorial

Tapping a vast market for advice

Mike Taylor writes that industry fund members represent a large and largely untapped client base for financial planners to which the FPA has rightly sought to provide acc...

Editorial

Hybrids of the major banks to be downgraded again

Craig Swanger writes about the impact the downgrade on bank hybrids could have on investors. ...

Editorial

Compensation beyond PI

With a third of FOS determinations going unpaid the efficacy of Professional Indemnity insurance as a compensation mechanism is under question and, as Mike Taylor reports...

Editorial

Looking beyond the breach

While ASIC is right to pursue more timely breach reporting by financial planning firms it should acknowledge that the vast majority more than live up to their obligations...

Editorial

Selling confidence in advisers

Restoring confidence in the financial advice profession has become a catch cry for institutions recently, but the reality of the proposal is still a way off, Amelia Const...

Editorial

Going alternative

Alternative investments, like hedge funds, can be seamlessly blended into portfolios, but the trick is to remember they are not an asset class in their own right, Andrew ...

Editorial

Pricing up the platform

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

Editorial

Kicking investment goals

In an increasingly competitive advice space, planners could benefit from ditching benchmarks in favour of goals-based investment, Craig Keary writes. ...

Editorial

Thinking like a business owner

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

Editorial

FOS wrong on renaming “general advice”

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