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FPA comes out fighting

Mark you are absolutely correct that to set a one year time frame for an opt-in is not practical. I think an up to three year opt in time frame, where the client has opti...

FPA comes out fighting

In my humble opinion the key to all the debate is as Mark says, "What is the problem that we’re trying to solve?” The Ripoll report sights financial disasters such as...



Writer's Blog

The editorial team and industry experts share their views on the latest issues.
Investment Management

By Mathew Kaleel.

Last month, I discussed three themes that we believe will be critical in the determination of investment returns going forward. Over the last couple of months, another issue has started to re-emerge that will have a significant bearing on the world in the area of (geo)politics, war, wealth and  the environment. I am of course talking about energy, and more specifically, oil. I will touch upon some aspects of the oil picture which illustrate how quickly the world is changing.


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Simon Hoyle

On August 4, Peter Bobbin and Ray Griffin will set off from Bourke, in rural NSW, on a 10-day, 1250km bike ride to Sydney. Their aim is to raise awareness of the Future2 Foundation, and also to raise money to fund the foundation’s works. Both Peter and Ray are founding trustees of Future2.


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Simon Hoyle

By Simon Hoyle.

The new chief executive of the Financial Planning Association of Australia (FPA), Mark Rantall, has a message for members or former members who believe the association has caved in to pressure from regulators, consumer groups and the media: “The FPA is not rolling over.”


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Investment Management

By Brenda Reed.

Financial advisers often ask when is a good time to invest in global equities? The answer is almost always “right now”, as there are always interesting global themes that Australian equity managers can’t exploit.


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Simon Hoyle

The Financial Planning Association of Australia (FPA) says it is looking forward to working closely with the Investment and Financial Services Association (IFSA), as IFSA announced plans to broaden its policy agenda and address a wider range of macro-economic issues.


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Investment Management

Three key global themes will influence investment strategies in the years ahead. Mathew Kaleel looks at these themes, how they are likely to play out, and the potential ramifications of each.


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Special Reports

The action here is behind the scenes
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...
LICs get boost from ETF popularity
An overlooked investment vehicle is getting another look-in, as planners begin to reassess the benefits of listedinvestments. Simon Hoyle reports.
It’s all about the company you keep
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

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