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. ...

image
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...

image
Superannuation

GFC super losses are fading into memory as retail master trusts lead the way with super returns not seen since 2006/07....

image
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....

image
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....

image
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 ...

image
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...

image
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 ...

image
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....

image
Funds management

Only one tenth of new ETF investors receive financial advice, according to the BetaShares/Investment Trends ETF Report. ...

image
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...

image
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...

image
Superannuation

New white paper points to planning opportunities and a problematic vertically-integrated model....

image
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....

image
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....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 1 week ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

3 weeks 5 days ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

2 weeks 4 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

4 days 4 hours ago