GLOBAL FINANCIAL CRISIS

Editorial

The August market downturn gave the world a big scare and investors seemed to have run for the hills in fear the nightmare from 2008 was returning. Ron Bewley tries to ma...

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Life/Risk

The way professional indemnity (PI) underwriters assess a financial planner's risk coupled with ambiguous regulatory guidelines means a fresh approach to product regulati...

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Financial planning

With the typical balanced portfolio in need of more risk diversification and the traditional safe haven of bonds offering little yield, investment grade credit and privat...

Funds management

August was a sombre month for hedge funds as all but two strategies performed well under par, according to figures released by Edhec-Risk Institute....

Editorial

A charity that lost $1.5 million in a hedge fund manager that collapsed during the GFC is suing the advice firm that recommended the fund....

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Financial planning

Melbourne-based AMP practice, Eluvia has launched a debt and gearing program for clients....

Financial planning

Investing in Australian banks is an effective "outside the square" way to build a defensive portfolio in the current economic climate, according to Platypus Asset Managem...

Financial planning

Financial planners are increasingly recommending passive investments to their clients, but there is debate about the reasons behind the move away from active strategies....

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Editorial

Post global financial crisis regulation, changing government policy and a shift in demographics have created a very different investment landscape to that of previous dec...

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Editorial

The debate around responsible investments has become charged by the controversial and highly discussed carbon tax. However, Janine Mace finds this will not negatively imp...

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Editorial

The debate around responsible investments has become charged by the controversial and highly discussed carbon tax. However, Janine Mace finds this will not negatively imp...

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Financial planning

New individual lump sum risk business in the 12 months to June 2011 increased 3.5 per cent to just over $1 billion, a significant slowdown on the 21.5 per cent growth see...

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Financial planning

Amid moves to address perceived conflicts of interest in the financial planning industry, questions have been raised about BOLR arrangements. Meanwhile, recent comments b...

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Editorial

The Commonwealth Bank has moved to acquire Count Financial and, as Mike Taylor reports, pragmatism and the realities of the FOFA changes are the driving forces behind the...

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Funds management

The fundamentals of Australian real estate investment trusts (AREITs) are much healthier in 2011 than they were in previous years, but not all investors should re-enter t...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months 2 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

3 weeks 6 days ago

A former Victorian financial adviser has been sentenced after stealing $4.4 million from clients, family and friends to feed his “raging gambling addiction”....

3 weeks 4 days ago

A financial advice firm has been penalised $11 million in the Federal Court for providing ‘cookie cutter advice’ to its clients and breaching conflicted remuneration rule...

2 weeks 3 days ago