research and ratings

Financial planning

Millions unable to access basic financial tools

More than 17 per cent of Australians unable to access banking, credit or insurance products...

Funds management

Beta-seeking ETFs on the rise

Lonsec predicts low-volatility 'actively managed’ ETFs will gain local traction...

Superannuation

Push back super access to boost economy: Grattan Institute

Retirees will have to wear their share of the burden of declining real incomes and increased budgetary pressures, John Daley from the Grattan Institute told an ASFA lunch...

Superannuation

Super funds need to change business model, says ASFA

A new report commissioned by ASFA found super funds will need to adapt their business models to respond to the increasing number of Aussies moving into retirement....

Financial planning

Financial services industry cautious on salaries

While most of the financial services industry expects business activity to grow over the next year, most employers continue to remain cautious about increasing salaries i...

Funds management

Value of India-focused funds in question

Despite the subcontinent's emerging market reputation, India-focused funds are facing challenges in gaining interest from global investors, a sector report from instituti...

Financial planning

US investors just as tentative as those in Australia

Wealth summit confirms US investors are just as tentative about getting out of cash as their Australian counterparts....

Financial planning

Advisers embrace social media at a rapid pace

The growing use of mobile devices has resulted in financial advisers embracing social media faster than ever – and at a more rapid pace than the overall community....

Funds management

Aus Unity PFS to implement direct equity policy

Responding to the growing demand for direct equities, Australian Unity Personal Financial Services is in the process of rolling out a direct equity policy for its adviser...

Funds management

Instos expect to increase real assets

Institutional investors are likely to increase allocations to real assets in 2013, according to AMP Capital’s latest Institutional Investor Report; however, results are s...

Financial planning

Life risk sales down

After a long period of tremendous growth, life insurance sales have recorded their first drop, according to new DEXX&R figures....

Life/Risk

Direct insurance impacts advice market

Direct life insurance seems to be having an impact on the advice market, with new research showing direct products are significantly cheaper than those available through ...