EDITORIAL

Understanding what your client wants rather than what you think they want is the key to avoiding financial planning mishaps, explains Ray Griffin....

Last year will undoubtedly go down as one of the more remarkable years for equity markets in recent memory. With volatility now more subdued and shares trading somewhere ...

Share markets are currently in the 'sweet spot' and will benefit from higher profits early in 2010, writes Stephen van Eyk....

Lack of appropriate investment options forces too many retirement investors into unsuitable investments. It’s time for a rethink - and the Cooper Review offers the ideal ...

Time is running out for SMSFs and Small APRA Funds to make moves to retain their asset tax exemption status, writes Alex Durham....

AXA Asia Pacific Holdings' (AXA APH's) 2009 profit is likely to exceed current forecasts, with profit after tax and non-recurring items at about $675 million, according t...

Platinum Capital has indicated a stronger profit for the half-year ended December 31, but suggests net asset value is the better measure....

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...

Distinct recovery paths are emerging for developed and developing markets in the wake of the global financial crisis. Michael Hasenstab examines the opportunities for inv...

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

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

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

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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’...

2 months ago

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

2 months 3 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...

3 months ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

4 days 11 hours ago

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

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

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