Ethical decision-making within organisations is influenced by the individual characteristics of employees/advisers making the decision (including their personality and demographic factors), the situation they face and the contextual characteristics of the organisation for which they work, writes June Smith.
04/10/2006
Specialist investment strategies will increasingly play an important role in investor portfolios, as it becomes widely acknowledged that some of the major forces playing out on the world arena are creating new economic opportunities which in turn generate new investment opportunities, writes Jody Fitzgerald.
06/02/2008
Anyone who owns a car – and even the majority of those who don’t – will know that petrol prices are on the rise.
16/07/2008
Demand for the increasingly scarce resources of fossil fuels, water and agriculture are driving government policies and the development of new technologies, but it all comes at a price. JOHN WILKINSON and LUCINDA BEAMAN examine three of the mega trends currently impacting our world and investment portfolios
16/07/2008
Do planners have something to gain when they recommend risk products?
29/08/2003
The average Australian financial planner is now well into their late forties and many of these advisers will be starting to contemplate retirement in the next 10 years.
11/12/2002
With investment markets now trading at significant discounts, a number of opportunities have become available. But some investors in the recent volatility have been burned and may not have the stomach to return to the market. Structured products may be the thing to revive those investment appetites. By LUCINDA BEAMAN
16/07/2008
Whether your preference is for face-to-face seminars, distance education, qualifications or online learning, the FPA is now offering CPD opportunities in a variety of formats that cover a range of specialist and generic knowledge areas.
28/07/2006
More financial planners are realising the importance of succession planning, not only to ensure the right outcome for clients, but also to enhance profitability, especially during difficult economic times. CAROLINE MUNRO reports
23/09/2008
Infrastructure is traditionally considered a defensive asset class, but infrastructure funds, especially those structured around listed infrastructure, have been affected drastically by the market downturn. As infrastructure evolves to include exciting new projects, renewable energy being just one, financial planners need to keep up to speed with what is available and what inherent risks these investments pose
11/08/2009