Financial advisers should be aware of how overseas travel or residency can affect their client’s risk insurance protection, writes Col Fullagar....

Investors with ethical sensitivities may prefer certified responsible investment funds, but do they really understand where their money is going and to what extent do the...

Sarina Raffo lays out the various financial planning options available to clients as they prepare for their retirement....

The Financial Planning Association’s white paper on planner education appears to be a knee-jerk reaction to mounting criticism and scrutiny. ...

The Australian financial planning industry has finished 2009 having successfully surmounted a number of its greatest challenges, writes Mike Taylor....

Bryan Ashenden considers transition to retirement strategies in a new contribution cap environment....

Global credit, with its historically high yields, should feature in any fixed-income investment, writes Matthew McCrum....

While much remains unresolved about future government policy and the ultimate shape of financial planning regulation, a good deal is already obvious. Change is inevitable...

A recent parliamentary report lamented the poor educational skills of 'mum and dad' investors and their inability to critically analyse retail investment products. But is...

Dominic McCormick looks at alternatives to mainstream investments and the role they can play in a diverse portfolio....

One consequence of the equity market downturn could be a return to a more active focus on economic fundamentals and their impact on financial markets, writes Stephen Halm...