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Financial planning
PremiumChoice platform is set to target Western and South Australia in a bid to expand the number of dealer groups using its services by 30 per cent over the next 12 mont...
Financial planning
The Australian Investors’ Association (AIA) and Adviser Ratings August survey of investor and adviser sentiment has flagged a positive shift in mood regarding the Austral...
Financial planning
Three consecutive months of positive returns for the Australian and international share sectors have given growth orientated funds some hope for a positive 2002/03 financ...
Life/Risk
Superannuation insurance premiums accounted for the lion’s share of total life office revenue received during the March quarter 2003, according to the Australian Prudenti...
Financial planning
Europe’s smaller banks are scooping up an increasing proportion of the US$94 billion European managed fund sub-advisory market, which consists of funds managed by a singl...
Financial planning
Superannuation makes up 87 per cent of all life office assets and accounts for 88 per cent of premiums as at December 2002, according to new statistics from the Australia...
Financial planning
Shadow minister for retirement incomes and savings, Senator Nick Sherry, has pointed to figures released last week by the Australian Prudential Regulation Authority on su...
Financial planning
The valuation gap between growth and value stocks has narrowed significantly both domestically and globally, research-house Assirt claims after completing its annual mana...
Financial planning
Funds of funds received one out of every seven dollars injected into the world’s managed fund industry during 2002, an all-time high that indicates growing interest in th...
Financial planning
Australian managed funds experienced outflows of more than 10 per cent over the past financial year as investors took flight to bonds, cash and property in what was anoth...
Financial planning
While international managers may have performed poorly over the past three years the choice of managers could have reduced some of the losses according to Mercer Investme...
Financial planning
Research conducted by the Australian Stock Exchange (ASX) has found that managed funds are still the leading investment vehicle for advisers despite the fact that many ar...
Financial planning
APN Funds Management rated highest amongst the six star rated property funds for having a good stable team delivering good consistent returns....
Financial planning
70 per cent of Australian workers will receive a positive return on their superannuation funds for the 2002/03 financial year according to the Association of Superannuati...
Financial planning
We all know the 80/20 rule which says the top 20 per cent of our clients give us 80 per cent of our profits....
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So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...