RESEARCH AND RATINGS

Financial planning

New research suggests financial planner sentiment has returned to levels not seen since before the global financial crisis....

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Superannuation

Super funds are on track to record the best returns in five years, according to new data released by SuperRatings and Chant West....

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Funds management

Income-producing investment products are returning almost 3 per cent less per annum than what is currently anticipated by Australian investors, according to new figures f...

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Financial planning

The average retention payment agreed to by parties in financial planning practice transactions has crept up to to 26 per cent over the last year, according to NAB head of...

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Financial planning

New research reveals high degree of indecision on codes of conduct and opt-in....

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Funds management

New Deloitte research reveals global concern about affording a comfortable retirement....

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Financial planning

Mortgage brokers’ share of the lending market is expected to reach well over 40 per cent over the coming year, according to the Mortgage Finance Association of Australia ...

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Financial planning

Eight-five per cent of financial planning practices do not formally ask their clients for feedback, according to Business Health director Terry Bell....

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Financial planning

Almost two-thirds of small businesses are optimistic about their sales growth over the next 12 months, according to the latest Bibby Barometer survey. ...

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Financial planning

Advisers are focused on compliance in the lead-up to the FOFA deadline at the expense of marketing and business development, says The Advice Exchange....

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Financial planning

A new Association of Financial Advisers white paper has uncovered what good financial planning practices do well - but also what they need to improve on. ...

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Financial planning

Lingering legislative uncertainty around FOFA has led investment platforms to reduce spending by $30 million in 2012, according to a new report by Investment Trends....

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Financial planning

New survey suggests non-aligned financial planners are the primary source of advice for super fund members....

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Superannuation

Most seniors want Government to leave super alone, and not just tax concessions....

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Financial planning

ACSI says at the current rate of progress on achieving a benchmark of two females on the boards of ASX200 companies, Australia would not reach the standard until 2024. ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 1 week 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 2 weeks ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 days 10 hours ago

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

1 week 1 day ago

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

3 weeks 1 day ago