Understanding what your client wants rather than what you think they want is the key to avoiding financial planning mishaps, explains Ray Griffin....
SMSF trustees are an unpredictable bunch, writes Tim Hewson. He sifts through recent research that assessed the attitudes of these independent investors....
Lack of appropriate investment options forces too many retirement investors into unsuitable investments. It’s time for a rethink - and the Cooper Review offers the ideal ...
In this superannuation guide for non-residents for tax purposes, you'll learn what impacts contributions and access to superannuation for non-residents....
AXA Asia Pacific Holdings' (AXA APH's) 2009 profit is likely to exceed current forecasts, with profit after tax and non-recurring items at about $675 million, according t...
Platinum Capital has indicated a stronger profit for the half-year ended December 31, but suggests net asset value is the better measure....
The Financial Planning Association’s white paper on planner education appears to be a knee-jerk reaction to mounting criticism and scrutiny. ...
Investors with ethical sensitivities may prefer certified responsible investment funds, but do they really understand where their money is going and to what extent do the...
Sarina Raffo lays out the various financial planning options available to clients as they prepare for their retirement....
Financial advisers should be aware of how overseas travel or residency can affect their client’s risk insurance protection, writes Col Fullagar....
Distinct recovery paths are emerging for developed and developing markets in the wake of the global financial crisis. Michael Hasenstab examines the opportunities for inv...
The Australian financial planning industry has finished 2009 having successfully surmounted a number of its greatest challenges, writes Mike Taylor....
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...