Features

Australia defying global index funds trend – for now

Although the rest of the world has moved heavily into index funds in recent years, Australians and Kiwis have to a degree maintained their love affair with an active mana...

Editorial

The retirement conundrum: challenging investment convention

A recent white paper by Lonsec and Milliman explores the conundrum facing retirees trying to balance security of income against the need for investment growth to fund gre...

Editorial

Macquarie’s financial services businesses lose ground

Macquarie’s banking and financial services division recorded a marginal drop in profit contributions in the last six months, but its wrap platform continued to perform we...

Editorial

Finding hidden sources of income from equities

There is a good source of income from equities that even some savvy investors are missing out on, writes Matt Olsen....

Editorial

APESB’s new challenge: to stay relevant

Given the manner in which the financial planning and accounting communities have been pushed even more closely together by FOFA and TASA, it is worth reflecting upon the ...

Editorial

Is it too soon for investors to abandon the cash safe haven?

As the shadow of the Global Financial Crisis finally passes, the popular ‘safety in cash’ philosophy seems to have departed too. But with an ageing population and the mem...

Editorial

Wealth management challenges and opportunities in Asia

This may become the Asian century but the wealth management sectors of each Asian country behave differently and have varying products, processes and problems that requir...

Editorial

FPA/Cbus deal signals a new approach for planning industry

Mike Taylor writes that the FPA’s referral arrangement with big industry fund Cbus represents yet another indicator that, having lost the war prosecuted by the industry f...

Editorial

Another tough quarter for AMP’s life business

AMP’s life insurance arm had a $24 million loss in Q3, half of which came from lapsed policies....

Editorial

What’s happening with Asian stocks?

David Urquhart explains why Asia has under-performed this year – but also why the outlook for Asian stocks is strong....

Editorial

Is a ‘Son of Wallis’ review of financial services looming?

A close reading of the submissions so far lodged with the Senate Committee investigating the operations of ASIC suggests the newly-elected Abbott Government will be right...

Editorial

Focus of profit reporting season shifts to outlook commentary

As continuous disclosure rules now ensure that the profit reporting season is short on surprises, the focus is now firmly on the future and on ‘outlook commentary’, write...