Rudi Minbatiwala looks at the challenges of objectives-based strategies and the drawbacks associated with the simplifications of the risk concept....
An easy line of spin is being peddled on the antecedents and consequences of the Government’s FOFA amendments. But any examination of financial services history shows the...
If financial planners were given a choice between the model underpinning the Superannuation Complaints Tribunal and that underpinning the Financial Ombudsman Service, wha...
Rudi Minbatiwala explores the challenges of balancing long-term capital preservation with immediate income needs....
For investors looking for a consistent income stream that grows over time, global equity income has the fundamentals covered, writes Stephen Thornber. ...
The Government’s amendments to the FOFA legislation seemed capable of creating some loopholes around commissions but, as Mike Taylor writes, the major planning organisati...
For investors wanting a healthy mix of yield and stability, listed infrastructure could be the way to go, writes Jonathan Reyes. ...
While risk markets look a little shaky in the near term, the prospective easing of the world’s major central banks could see optimism return later in the year, writes And...
The executive director of the Revenue Group within the Federal Treasury, Rob Heferen, made a very important point to last month’s SPAA conference in Brisbane: any change ...
Chad Padowitz reviews the regions and sectors investors should target – and avoid – in 2014. ...
If Harvard professor Larry Summers is to be believed, the US – and the world – can expect bleak times ahead, with sluggish growth and an ever-increasing jobless rate. But...
Despite strong performance from equity markets in Australia this year and improving economic data globally, uneasiness about risk persists. David Redford-Bell looks at ho...
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...