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Analysis

Analysis

The change in climate for investors

Increasing attention to environmental and social issues will impact on future corporate revenues, profits and investment returns....

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  • Think like a business owner, not just an adviser

    Best practice suggests the face-to-face time of advisers, including those who are working owners, should be up near the 60 per cent mark. Ho...

    by Columnist
  • Australia's first lady of financial planning

    Australia's Gwen Fletcher has been appointed a Member of the Order of Australia (AM) in this year's Queen's Birthday Honours list for servic...

    by Columnist
  • Still pushing buttons

    It is great to know I can still push a few people's buttons. IFA recently (issue 359) published a letter to the editor by an anonymous write...

    by Columnist
  • Life annuity demand affected by behavioural factors

    One of the key risks Australians face in retirement is longevity risk; the risk they will outlive their wealth....

    by Columnist
  • The licensee dirty tricks guide

    The agreement may say both parties can compete for the custom of the client base after termination, but an old licensee will do everyth...

    by Columnist
  • International round-up

    Sino-US talks in Washington might result in the quota that allows qualified foreign investors to participate in the China A-share market to ...

    by Columnist
  • Seeking a purpose in planning

    One of my financial planning colleagues describes his business purpose as helping people to 'make work optional'. Both he and his clients ar...

    by Columnist
  • Reducing the risk of attacks on the will

    It may not be the role of the financial planner to advise a client on how to make their estate 'challenge-proof... but the financial planner...

    by Columnist
  • The need for diversification

    Something of interest to the ATO and APRA, is the trustees' attention to their fund's investment strategy....

    by Columnist

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