Will the policy tide turn against commissions? Michael Mathieson considers the future prospects for remuneration in the industry....

Stuart Fechner translates the persistently complex language of investment....

Regional financial planners face the same broad issues as those in metropolitan areas, but they also face a number of issues that city slickers do not....

Recent events in global markets have highlighted how investor confidence, emotions and psychology can play a vital role in driving market upturns and downturns....

With practices no longer able to rely on strong returns to help retain and attract clients, a strong value proposition can make or break a financial planning practice, wr...

The recent global financial crisis has thrown a great deal of attention back on the issue of risk management for businesses big and small. One of the key questions being ...

There may be nothing illegal about the direct marketing tactics being employed by some financial services companies, but when the regulator starts dealing with the conseq...

Two recent research reports suggest active fund management has failed over the medium term to outperform the market. Robin Bowerman weighs in on the index versus active d...

Financial planning companies and individual planners have been the subject of severe adverse findings by Financial Ombudsman Service panelists. ...

Simple portfolios may make investors feel good but may well fail to deliver or meet expectations, writes Dominic McCormick....

Mike Mitchell examines the recent changes to the Government’s supervision of philanthropic giving and weighs up the advantages and disadvantages....