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RESEARCH AND RATINGS
Financial planning
With investment concern levels dropping to their lowest point in over three years, new data shows both planner and investor appetite for growth assets has bounced back. ...
Financial planning
Mortgage brokers in Australia are continuing to write a substantial segment of the entire home loan market, according to the most recent study of the top 16 aggregators i...
Superannuation
GFC super losses are fading into memory as retail master trusts lead the way with super returns not seen since 2006/07....
Financial planning
Three of Australia’s four major banks have won places in a global list of the top 100 most valuable global brands of 2013....
Financial planning
A REST Industry Super survey has found that although Gen Ys need help with their savings, many are reluctant to seek out professional advice....
Funds management
Fixed interest managers have generally had a positive 12 months with many now shifting their focus to credit duration and away from interest duration according to Zenith ...
Financial planning
The mortgage broker proposition remains strong in the Australian market, particularly among first home buyers and investors aged in their twenties and thirties, according...
Superannuation
The self-managed superannuation fund sector has entered a net drawdown phase, with benefit payments to exceed contributions by $20 billion by December 2015, according to ...
Life/Risk
Taking out life insurance is not a main priority for many Australians, with almost half saying that it is too expensive, according to new research by life insurer TAL....
Funds management
Only one tenth of new ETF investors receive financial advice, according to the BetaShares/Investment Trends ETF Report. ...
Financial planning
The latest ASFA retirement standard shows that although the cost of a modest retirement may have increased, a decrease in the cost of luxury items has brought down the co...
Financial planning
Research houses will embark on a campaign of actively promoting their compliance with conflict of interest requirements before the 1 September deadline imposed by ASIC RG...
Superannuation
New white paper points to planning opportunities and a problematic vertically-integrated model....
Financial planning
Advisers should use Heart Week to educate their clients about the costs of heart disease and the need to take preventative measures, according to Macquarie Life....
Financial planning
An ANZ survey has found that although the majority of Australians know the importance of a long-term finance plan, not many are seeking out professional advice....
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Podcast
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....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...