Providing for the next generation is a key concern for many clients seeking estate planning assistance. Mark Gleeson takes a look at core testamentary trusts and child pe...

Mortgage brokers have been going through an evolutionary period since the new National Credit Protection Legislation came into effect on January 1, and the challenges the...

The global recession generated by the sub-prime crisis has served to reinforce the dominance of Australia’s major banks across almost all segments of the nation’s financi...

Australians are more likely to turn to newspapers and online media than professional advisers and financial planners to help with financial decision making, according to ...

Mark Bouris and Ray Miles have joined forces to test the SMA market by calling for expressions of interest to provide a universal managed account platform....

This year promises to be interesting year for the entire financial services industry, writes Jim Minto....

Mortgage funds now face the delicate balancing act of meeting the interests of both investors waiting for the sector's recovery and those still looking for an exit strate...

AFS considering acquisition opportunities of dealer groups, while also assessing opportunities in general insurance and mortgage aggregation space....

Australian and New Zealand structured finance transactions remained robust in the last quarter of 2009, according to Fitch Ratings....

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

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...

Another share market analyst has predicted a slower share market in 2010....

Deborah Wixted looks at ways to help your clients hit their retirement savings target....

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