How do you keep financial planning clients engaged for the long-term in an age of instant gratification and continuing market volatility? The answer may lie in the client...
As 2011 draws to a close, it is worth reflecting upon what a challenging year it has been for Australian financial services generally and financial planners in particular...
Col Fullagar looks at the issue of surveillance during claims management and the financial adviser’s role in making sure the client is treated fairly. Is surveillance an ...
Japan's economy has been a basket case for two decades, while China's has boomed. Yet Robert Keavney suggests that China may face some of Japan’s problems....
Tom Stevenson examines investment implications as the global population hits the seven billion mark....
Australian financial planners seem destined to end 2011 in much the same fashion they ended 2010 - uncertain about the fine detail of the regulatory regime that will unde...
Troy Smith outlines what bankruptcy is, when it should be filed for and what income and assets would be available to creditors....
The decision by the Reserve Bank of Australia to cut interest rates by 25 basis points in November might result in good news for both investors and the markets, according...
The second tranche of the Government's Future of Financial Advice legislation has laid out the remuneration and best interests ground rules for financial planners but, as...
The Financial Planning Association seems determined to “raise the bar” on professionalism in the financial planning industry, but as Mike Taylor reports, this might take ...
The moment members of the Financial Planning Association (FPA) voted to become a professional association, and in doing so, dispense with the organisation's long-standing...
Tim Sanderson puts the traditional asset allocation approach head to head with the bucket strategy, with some surprising results....
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...