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4 August 2009
FPA submission doesn't go far enough: Plan B The Financial Planning Association of Australia's submission to the Joint Committee of Corporations and Financial Service Inquiry doesn't go nearly far enough according to Plan B, one of Australia's largest non aligned wealth management groups. Plan B says the reforms proposed by the FPA need to be strengthened in three critical areas:

16 July 2009
Off-the-peg solutions seldom a good fit ALTHOUGH those of us who work in the financial services industry aren't exactly known for our sartorial flair, there is one striking, if somewhat alarming parallel between the fashion and financial services industries.

16 June 2009
Buy in, sell out or do nothing? What to consider Among all the changes reshaping the financial services sector, one of the most interesting dynamics is the level of merger and acquisition activity currently taking place.

1 April 2009
Plan B Racing Team member is new World Champion Plan B Racing Team's Josie Tomic has been crowned the first ever women's Omnium World Champion after she won a final 500m time trial at the five-event championship in Poland.

20 March 2009
Gold as an asset class An adviser recently showed me an interview with a fund manager who'd apparently set the world on fire with magnificent results over the past year.

10 February 2009
Why investments can do well in tough economic times If investors had hoped for a change in the tide of negative headlines this year they will have been sadly disappointed. No sooner has 2009 begun than we’ve had various reports and forecasters talking about being in the worst quarter of economic growth.

1 February 2009
Stay in your seats Long term footy supporters know the feeling all too well: it's a big game. The teams are evenly matched. While you've been totally engrossed for the past half hour, you're starting to get thirsty - and the beer tent is right behind you.

30 October 2008
Why didn't they see it coming? One of the questions financial advisers are being asked most at the moment is quite simply: why didn't they see it coming? All those fund managers who get such big pay packets and handsome bonuses?