Perhaps one of the main reasons planning is not a profession is because most advisers do not act as professionals in their dealing...
To understand why the sub-prime crisis affected global markets it is important to understand long-short funds and leveraged strategies....
Are KPMG and PIR out of the woods? Presumably Wealthcare and/or the Pollards can still join KPMG and PIR to the proceedings, but they will h...
Sound business management is crucial if the transition from a small practice to a medium-sized business is to be achieved successfully....
If planners are fiduciaries, what sort of fiduciaries are they and what rules apply to them? Further, what is a fiduciary anyway?...
Increasing attention to environmental and social issues will impact on future corporate revenues, profits and investment returns....
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...
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...
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...
One of the key risks Australians face in retirement is longevity risk; the risk they will outlive their wealth....
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