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GLOBAL FINANCIAL CRISIS
Editorial
The winding down of the quantitative easing (QE) monetary policy in the USA will lead to significant changes in the relative performance between asset classes and within ...
Financial planning
La Trobe Financial to manage trust after GFC setback causes closure....
Editorial
Although lifecycle investing may hold the solution to one set of problems, it also has the potential to lift the lid on another Pandora’s box, writes Renato Mota....
Financial planning
Planner sentiment has taken a dive over the last three months and there is more than one reason for it, according to Wealth Insights....
Financial planning
The ABA has asked the Federal Government to consider the new bank levy as part of a broader inquiry into Australia’s financial services sector, or do away with it entirel...
Financial planning
ASIC claims it had concerns about the quality of financial advice being delivered in Australia before the collapse of Storm and the Commonwealth FP enforceable undertakin...
Superannuation
FSC urges use of Treasury inter-generational report as basis for five-year super policy settings. ...
Superannuation
The traditional superannuation balanced fund, with its 70/30 allocation to growth and defensive assets, is limiting investors and failing to deliver appropriate investmen...
Superannuation
Some retirees are unlikely to recover any funds lost during the GFC - an issue often overlooked in the presentation of superannuation performance statistics, according to...
Superannuation
Investment in retirement is different and needs to be treated as such, according to former Cooper Review chairman Jeremy Cooper. ...
Financial planning
While recent media reports have painted a less than flattering picture of its former culture, it is important to recognise that Commonwealth Financial Planning has come a...
Life/Risk
The insurance losses reported by AMP and RGA reflect pricing for good times and a need to adapt to tough times....
Financial planning
Financial advisers tend to over-estimate the average investor’s knowledge of financial markets – but social media could help to stem this trend, a US study has found....
Superannuation
SMSFs with strategic exposures to shares and property would likely have done better in the 2012/13 financial year, according to the latest assessment from research house ...
Funds management
Australia has recorded the fastest growing level of assets under management among the world’s top 10 developed countries, growing faster than the Netherlands, Germany and...
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MARKET INSIGHTS
Podcast
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...