Features

Examining the DNA of managed investment schemes

The nature of managed investment schemes has come under close scrutiny in the recent Environinvest case, writes James Lonie....

Editorial

Financial services industry: alert, but not alarmed

The financial services industry needs to be alert to the fact that the Government is tightening regulatory control of the industry and its markets – not in a legislative ...

Editorial

Reverse mortgage strategies come of age

Reverse mortgage products are attracting a new breed of strategic senior borrowers who are proving the industry’s naysayers wrong, argues MARTIN LYNCH....

Editorial

Arafura Pearls suffers profit loss

Plunges more than 71 per cent during financial year despite revenue increase....

Editorial

Embattled Trinity posts $226 million net loss

Embattled property funds management group Trinity has posted an after-tax net loss of $226 million for the financial year to June 30, down from a net profit of $34.5 mill...

Editorial

Equality of scrutiny

When the industry funds refer to “vertically integrated financial institutions” they are really referring to the major banks and insurance companies. And they are right. ...

Editorial

Fiducian in the black despite profit fall

But equity and property market devaluations over the financial year hit revenue....

Editorial

Prime profits plunge on planning revenue falls

Prime Financial Group has posted a 55 per cent fall in net profit after tax for the 2009 full year, partly as a result of a 30 per cent fall in financial planning recurri...

Editorial

Austock looks to leaner future after $20 million loss

Austock records net loss of $20.9 million for the 2008-09 financial year, while financial planning team grows funds under management in first year....

Editorial

Rescuing the orphans from your risk insurance client base

Col Fullagar considers the plight of orphan clients who try to make an insurance claim....

Editorial

What is the real cost of financial advice?

The cost of providing financial advice has not been readily measured or quantified across the industry, writes Paul Barrett....

Editorial

The Black Swan has landed: how to keep portfolios intact during times of stress

In the final part of their series on the risks of margin lending, PAUL RESNIK and PETER WORCESTER conclude that planners need to stress test a client’s portfolio in order...