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RESEARCH AND RATINGS
Financial planning
The investment research portal has been appointed the mandated research provider and would commence a bespoke onboarding program for advisers across the InterPrac dealer ...
Funds management
Investment group for advisers set to access new tools and data to build absolute return portfolios....
Rate the raters
For the second year running, Zenith Investment Partners has come out on top of the pile to claim the title of Money Management’s Ratings House of the Year 2015, writes Ni...
Top 100
Service providers are an essential part of the financial planning sector and, as Jason Spits writes, while advisers may recommended diversification in a portfolio they ap...
Financial planning
The launch of an advice business by van Eyk has been questioned by a planning group and cautiously received by another research house...
Superannuation
Self-managed super fund (SMSF) trustees’ appetite for cash has fallen further in the last quarter, with low interest rates driving investors away from the traditional saf...
Funds management
Funds under management and advice (FUM/A) held in retail and wholesale managed funds shot up by 16.4 per cent to $953 billion in the 12 months to September....
Funds management
European investor confidence retreated to neutral territory this month after hitting a six-year high in October, a benchmark shows. ...
Funds management
Research house looking at managed account platforms before releasing research results....
Financial planning
The big four banks are closing the gap with the smaller banks on consumer satisfaction levels, recording a 79.6 per cent satisfaction score....
Superannuation
Industry bodies call into question Rice Warner research on costs of SMSFs....
Financial planning
BlackRock’s inaugural global survey found clients highly value financial advice but only 15 per cent use it....
Funds management
An over-supply of business owners looking to retire and sell up means they may be overestimating the value of their businesses....
Financial planning
Mortgage brokers and aggregators have taken nearly half of the home loan market and are on track to break through the $120 billion mark for new loans written by the end o...
Superannuation
Super funds are on track to deliver their highest calendar year returns since the GFC, research shows....
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MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....