GLOBAL FINANCIAL CRISIS

Life/Risk

AMP chief executive Craig Meller has told shareholders the company is re-engineering its insurance business, believing recent customer behaviour may be here to stay....

Editorial

Short-term stimulus policies, like low interest rates and excessive liquidity injections, can have severe, long-term consequences for the global economy, as Stanley Yeo e...

Editorial

Looking across the investment landscape for clear winners and losers is not a simple task, with more grey than black and white coming into view. While performances are be...

Funds management

Over the past 12 months the global equities sector has seen the highest number of new product entrants since before the onset of the global financial crisis....

Superannuation

SMSF trustees wanting capital growth and low volatility should look no further than cash flow strategies, writes Damien McIntyre....

Editorial

If applied systematically, derivatives can deliver a consistent return outcome. However, client confusion and operational risks can add complexity to the process, as Rudi...

Financial planning

When people discuss margin loans they inevitably refer to margin calls, but Julie McKay writes that a good understanding of the system can help investors navigate the cha...

Financial planning

For advisers planning a change of scenery this year, it’s worth plotting out a roadmap to determine whether aligned or non-aligned groups would best suit their goals, wri...

Policy & Regulation

Scaled and scoped advice has received undue focus under the Future of Financial Advice (FOFA) legislation, and is a sign of increasing levels of paternalism in legislatio...

Financial planning

Plato announces relationship with Milliman to overcome sequencing and longevity risk issues. ...

People & Products

NAB Group CEO Cameron Clyne to be replaced by Bank of New Zealand head....

Financial planning

While education has long been the yardstick by which advisers are measured, the bar has been raised and standards have become more widespread than ever before. As Jason S...

Financial planning

With the surge of online technologies reducing face-to-face time at a rapid pace, financial planners must make sure the push towards efficiency doesn’t come at the cost o...

Editorial

An easy line of spin is being peddled on the antecedents and consequences of the Government’s FOFA amendments. But any examination of financial services history shows the...

Editorial

For investors looking for a consistent income stream that grows over time, global equity income has the fundamentals covered, writes Stephen Thornber. ...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 3 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 5 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 3 days ago
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