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Financial planning

The importance of LinkedIn as a lead-generation tool has been highlighted in a recent survey of American financial advisers....

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Financial planning

Ernst and Young's Banking Customer Survey for 2012 found Australian banks are not doing enough to satisfy customers, who are willing to switch banks to source lower fees....

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Superannuation

The latest Chant West data points to most superannuation fund members ending the year in positive territory, but only just....

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Rate the raters

While the impact of recent redundancies and a shift in focus towards alternatives will not be felt until next year’s survey, one area van Eyk improved on in 2011 was the ...

Rate the raters

Despite announcing it would close its doors in Australia in October, S&P hasn’t dropped the ball, bringing in consistent results from respondents in Money Management’s Ra...

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Financial planning

Despite the rise of direct channels, financial planners are better poised to engage customers about life insurance, according to industry executives....

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Financial planning

Dimensional Fund Advisors' Gerard O’Reilly believes the focus of retirement planning should move from savings in the abstract to consumption planning....

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Editorial

Dominick McCormick argues that shares, not bonds, should be the core of long-term portfolios....

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Financial planning

Slightly over a quarter (26 per cent) of Australians believe their children will become high income earners by the time they hit their 40s....

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Financial planning

Consumer satisfaction with the big four banks has once again fallen while building societies and credit unions continue to maintain a clear lead, according to Roy Morgan ...

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Funds management

Certitude Global Investments has changed the name of its HFA International Shares Fund to LHP Global Long/Short Fund....

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Financial planning

Australian Ethical board receives strong support to stave off a push from dissident shareholders....

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Editorial

During the GFC, direct property had a number of issues related to manager capability, asset quality, illiquidity and gearing. However, the sector has been working hard to...

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Superannuation

The cost of registering as a self-managed superannuation fund (SMSF) auditor is likely to be in the hundreds of dollars rather than thousands, according to SMSF Professio...

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Superannuation

The average return of the median growth superannuation fund has fallen 2.3 per cent in May but there is still a chance of a positive financial year return, according to t...

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

2 months 1 week ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

2 months 1 week ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

2 months 1 week ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

3 weeks 2 days ago

ASIC has cancelled the AFSL of a $250 million Sydney fund manager, one of two AFSL cancellations announced by the corporate regulator....

3 weeks ago

Having divested its advice business in August, AMP is undergoing restructuring in at least four other departments amid a cost simplification program....

2 weeks 4 days ago