Features

Handling financial planning clients during periods of market volatility

How do you keep financial planning clients engaged for the long-term in an age of instant gratification and continuing market volatility? The answer may lie in the client...

Editorial

Financial planners take the brunt of a tough year

As 2011 draws to a close, it is worth reflecting upon what a challenging year it has been for Australian financial services generally and financial planners in particular...

Editorial

When is it time to file for bankruptcy?

Troy Smith outlines what bankruptcy is, when it should be filed for and what income and assets would be available to creditors....

Editorial

The cost of playing by FOFA's rules

The second tranche of the Government's Future of Financial Advice legislation has laid out the remuneration and best interests ground rules for financial planners but, as...

Editorial

The age of interest rate uncertainty

The decision by the Reserve Bank of Australia to cut interest rates by 25 basis points in November might result in good news for both investors and the markets, according...

Editorial

Financial planners end 2011 as they began it - uncertain

Australian financial planners seem destined to end 2011 in much the same fashion they ended 2010 - uncertain about the fine detail of the regulatory regime that will unde...

Editorial

Investment and population - is bigger going to be better?

Tom Stevenson examines investment implications as the global population hits the seven billion mark....

Editorial

Lifting financial planning professionalism requires patience

The Financial Planning Association seems determined to “raise the bar” on professionalism in the financial planning industry, but as Mike Taylor reports, this might take ...

Editorial

FOFA fatigue sets in for investment platforms

Platforms are facing pressure from all sides, Milana Pokrajac writes. How will they deal with changing financial adviser demands, low investor sentiment and fast approach...

Editorial

Asset allocation - is there a hole in the bucket strategy?

Tim Sanderson puts the traditional asset allocation approach head to head with the bucket strategy, with some surprising results....

Editorial

Investors turn to multi-asset funds

Dissatisfaction with the performance of traditional managed funds and the resulting criticism may see the rise of multi-asset solutions, according to Dominic McCormick....

Editorial

Financial planning professionalism comes at a price

The moment members of the Financial Planning Association (FPA) voted to become a professional association, and in doing so, dispense with the organisation's long-standing...