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GLOBAL FINANCIAL CRISIS
Financial planning
In what represents a disturbing finding, a new survey has revealed Australians blaming their financial woes on bad luck rather than bad management....
Financial planning
New research has revealed that consumers remain confident in their own banks but blame the banking industry for many of the GFC woes....
Financial planning
Employment demand for financial planners increased in the last quarter for the first time since the start of the global financial crisis, according to recruitment special...
Financial planning
Distorted markets create significant opportunities for active managers....
Financial planning
The sons of the principal of a Melbourne advice firm currently under receivership have started up another firm under the licence of dealer group Australian Financial Serv...
Financial planning
Planners are increasingly spurning buyer of last resort (BOLR) offers from their own dealer groups for higher-multiple offers in the marketplace, while only 25 per cent o...
Financial planning
The Australian Securities and Investments Commission’s submission to the Ripoll Inquiry has raised the stakes for the future of the financial planning industry but has al...
Financial planning
The new world will require advisers to 'anticipate and recalibrate' as markets start to normalise away from the easy-investing environment of the past 20 years....
Financial planning
Loan to value ratios in margin loans 'go out the window' in financial crisis....
Funds management
Emerging markets will not be as dramatically affected by the global financial crisis as they have been by economic crises in the past, says S&P Fund Services analyst....
Financial planning
The financial services industry is faced with a considerable unknown regarding the future of the bank deposit guarantee, according to IFSA deputy chief John O'Shaughnessy...
Financial planning
Recent study finds people are increasingly using the global financial crisis as a reason to cancel their life insurance policy....
Editorial
Life is messy, and investing is no exception. Dominic McCormick writes why he believes investors are not well served by current asset allocation methods....
Editorial
There’s zero correlation between the number of pages in an offer document and investment performance. Yep, you can make money from a fat prospectus and lose it on a skinn...
Financial planning
CAROLINE MUNRO reports on the pressing need for better retirement products, particularly in light of the growing longevity risk in Australia and the impact of the global ...
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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...