By Andrew Connors, senior investment specialist, MLC Investment Management, and Michael Karagianis, investment Strategist, MLC Investment Management. If you ignore history then you’re doomed to make the same mistakes. The recent bout of financial market nervousness serves as a timely [...]
Performance-based fees are not a sensible remuneration model for financial planners. No form of remuneration that is linked to investment outcomes is truly satisfactory. A planner’s income need not rise or fall depending on investment markets – which are driven [...]
Two recent events have underlined the financial services industry’s willingness to dig deep to help worthwhile causes, raising more than $320,000 between them.
Investors hear a lot about emerging markets and how these markets should be included in their portfolios. Here are a few interesting numbers that tell the story.
For the second year running, Professional Planner and fund research group Standard & Poor’s (S&P) have joined forces to recognise excellence in the Australian managed funds industry. Today, we are pleased to announce the complete list of finalists in the [...]
The inaugural Future2 Wheel Classic ended on Friday when Peter Bobbin and Ray Griffin rolled into Sydney, marking the end of their 1251km bike ride from Bourke. The final leg of the journey was completed with a ride from Wollongong [...]
When the pace of change is fast, and when the change seems to be never-ending, it is not surprising that a large proportion of the community feels a deep sense of unease. And it’s understandable that resentment sometimes bubbles over [...]
Capital-protected and income-protected products are a little like the proverbial duck. On the surface – from the investor’s perspective – they seem serene, paddling around unperturbed, oblivious to any turmoil in markets around them. But below the surface, there’s an [...]
An overlooked investment vehicle is getting another look-in, as planners begin to reassess the benefits of listed investments. Simon Hoyle reports.
Planners whose thinking on fixed income extends no further than managed funds and government bonds might be doing clients a disservice as other opportunities present themselves. Simon Hoyle reports
After a slow start, the issuers of exchange-traded funds in Australia are convinced they’re on the cusp of rapid growth and widespread acceptance by financial planners and their clients. Simon Hoyle reports.
The Minister for Financial Services, Superannaution and Corporate Law, Chris Bowen, faces the industry and outlines the Government’s blueprint for financial planning.
The Parliamentary Joint Committee report into financial products and services paints a picture of how financial planning may develop in future. Three industry experts discuss how the industry could respond to “Bernie’s Blueprint”
With Australia facing a chronic underinsurance issue, industry experts came together to analyse how the industry’s key stakeholders can work together to bridge the gap. Simon Hoyle reports
The past year has seen a flurry of government reports, ministerial announcements and even legislative change in the world of financial planning. If you can climb over the wall of noise that this generates, wade through the sea of newsprint [...]
Research commissioned by Industry Super Network (ISN) suggests that the Government’s Future of Financial Advice reforms will substantially increase opportunities to provide financial advice.
The final Cooper Review report confirms what many of us have long known: the self-managed super fund (SMSF) sector is functioning well and is successful. In the 504-page report (including parts one and two), there were relatively few recommendations applying [...]
The wisdom to know the
difference
