Features

Finding hidden sources of income from equities

There is a good source of income from equities that even some savvy investors are missing out on, writes Matt Olsen....

Given the manner in which the financial planning and accounting communities have been pushed even more closely together by FOFA and TASA, it is worth reflecting upon the ...

Editorial

Is it too soon for investors to abandon the cash safe haven?

As the shadow of the Global Financial Crisis finally passes, the popular ‘safety in cash’ philosophy seems to have departed too. But with an ageing population and the mem...

Editorial

Wealth management challenges and opportunities in Asia

This may become the Asian century but the wealth management sectors of each Asian country behave differently and have varying products, processes and problems that requir...

Editorial

FPA/Cbus deal signals a new approach for planning industry

Mike Taylor writes that the FPA’s referral arrangement with big industry fund Cbus represents yet another indicator that, having lost the war prosecuted by the industry f...

Editorial

Another tough quarter for AMP’s life business

AMP’s life insurance arm had a $24 million loss in Q3, half of which came from lapsed policies....

Editorial

What’s happening with Asian stocks?

David Urquhart explains why Asia has under-performed this year – but also why the outlook for Asian stocks is strong....

Editorial

Is a ‘Son of Wallis’ review of financial services looming?

A close reading of the submissions so far lodged with the Senate Committee investigating the operations of ASIC suggests the newly-elected Abbott Government will be right...

Editorial

Focus of profit reporting season shifts to outlook commentary

As continuous disclosure rules now ensure that the profit reporting season is short on surprises, the focus is now firmly on the future and on ‘outlook commentary’, write...

Editorial

ASIC set to crackdown on financial planner payments

There are suggestions that ASIC may have concerns about “transition” and “retention” payments made to financial planning principals, and as Mike Taylor reports, perceptio...

Editorial

Challenger logs another strong quarter of annuity sales

Challenger confirms 31 per cent quarterly increase in life annuity sales....

Editorial

Tailoring exposures for Australian investors

Australians have sought offshore diversification for years. The logical extension is to think more deeply about how to make offshore exposures complement local ones, acco...