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SPECIAL REPORT: Big-picture investing

Global thematic investing is an approach to investing that regards “the market” as being a single system or entity, and adopts a “big ... [more]

ETFs demand a different set of planner skills

Analysing exchange-traded funds (ETFs) requires different skills from analysing traditional managed funds, and using ETFs in client portfolios places a greater responsibility on ... [more]

Will PIIGS in space come down to Earth?

Portugal, Italy, Ireland, Greece and Spain (the so-called PIIGS) are all suffering from financial Euro-fatigue It’s understandable why investors and voters are fed ... [more]

FoFA delays possible says Shorten

The Minister for Financial Services and Superannuation, Bill Shorten, has given the clearest indication yet that the government will delay the implementation of ... [more]

Dealer Group 2012

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ASIC’s ad intent clear but FoFA will be real test

While ASIC guidance on Future of Financial Advice (FoFA) reforms is yet to be shaped by Parliament, the watchdog’s handling of how financial ... [more]

‘World leaders in financial-advice red tape’: Cormann

The absence of a comprehensive regulatory impact statement remains a stumbling block for the government’s Future of Financial Advice (FoFA) legislation, according to ... [more]

SPECIAL REPORT: Insurance

Anyone who has had to insure their car recently will have noticed how much competition there is between underwriters for new business It’s ... [more]

What makes clients tick?

Developing effective relationships with clients relies on knowing what really motivates them when it comes to their financial wellbeing On February 24, Professional ... [more]

New year, new look for Professional Planner

Four-and-a-half years after the launch of Professional Planner magazine and it is time for a new look, fresh feel and a reaffirmation of exactly ... [more]