Be careful what you wish for

If planners are fiduciaries, what sort of fiduciaries are they and what rules apply to them? Further, what is a fiduciary anyway?...

by Columnist

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  • 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...

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  • 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...

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  • 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 ...

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  • 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


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