Are you going all the way with your clients, or stopping at second base?...
Craig Phillips reports on who has benefited from the shift in funds from managed funds into master trusts and wraps....
Average returns are only for average people and as Jacinda Green argues, there are better ways for planners to examine the risk/return relationship in a client’s portfoli...
Investors have long held a bias to investing at home and, as Lochiel Crafter writes, this is understandable but does not justify current portfolio weightings....
With the Aussie dollar rising, does hedging add value? Margaret Callinan reports....
Be sensitive to your clients’ concerns and address them with information that reflects their original investment objectives....
One way to grow your business and maximise efficiency is to sell more than just a core service. Max Franchitto explains what it takes to succeed at cross-selling....
The promise of positive returns in an otherwise dour investment climate could help advisers overcome their fear of agribusiness schemes. John Wilkinson reports....
In the past 12 months Singapore’s financial services industry has begun to swell as Australian groups spread their wings into Asia. As Kate Kachor reports, Singapore is n...
What will happen to the world’s financial markets if there’s a war? CHARLES BEELAERTS investigates....
A damning new report on the hedge fund industry in Australia has found that many products do not constitute hedge funds at all. Authors of the report, MARTIN GOLD and PAU...
While speaking at the FPA’s annual convention, Roger Gibson made a convincing case for asset allocation diversification – but left Dominic McCormick uncomfortable with so...
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...