research and ratings

Financial planning

Elixir launches financial planning pricing research

Elixir Consulting has launched a follow-up survey to its Adviser Pricing Models Research which looks at obstacles and methods used by financial planners in creating a fee...

Financial planning

Some financial planners in the dark on research models

A significant proportion of financial planners are unaware of the business model of their research providers, a Money Management survey suggests....

Financial planning

Demand for equity income funds rising

With traditional income-yielding investments such as government bonds delivering poor yields, there has been significant growth in the number of income funds that are bas...

Financial planning

AMP Property Securities S&P rating 'on hold'

S&P Fund Services has placed AMP Capital Global Property Securities Fund 'on hold' following the announcement of the departure of AMP global portfolio manager for Europe ...

Policy & Regulation

Financial Ombudsman Service in the dark after FOFA

FOS to swim in dark after FOFA; Planners unaware of research house business models; Claim-time help a good value proposition and more. 7 days of news in under 4 minutes. ...

Financial planning

Hedging out of favour in Morningstar global review

Morningstar has taken a cautious view of fully hedged international share funds in its International Equities Sector Wrap-up, with only two of the 49 strategies given the...

Financial planning

Employer sentiment drops across Australia - Hudson

Australia's two-speed economy is significantly benefiting the resources, professional services and information technology industries, according to Hudson's latest Employm...

Financial planning

Employer sentiment drops across Australia - Hudson

Australia's two-speed economy is significantly benefiting the resources, professional services and information technology industries, according to Hudson's latest Employm...

Life/Risk

Australian insurers to spend $5.2 billion on IT

Australian insurers will spend $5.2 billion on IT products and services in 2012, according to technology research company Gartner....

Superannuation

SMSF trustees still cautious on ETFs

While recent research into the investment trends of SMSFs indicate that exchange traded funds (ETFs) are growing in popularity, for Graeme Colley, superannuation strategy...

Financial planning

Money Management Investment Research Survey

Money Management's recent Rate the Raters survey found while most ratings houses were well regarded by dealer groups there were some mixed views on the varying business m...

Life/Risk

PI insurance needs to change

The way professional indemnity (PI) underwriters assess a financial planner's risk coupled with ambiguous regulatory guidelines means a fresh approach to product regulati...

Financial planning

Omniwealth fires back at Choice's financial planning criticisms

Choice’s view that the quality of financial advice in Australia is "among the worst" is not the fault of financial planners but the industry as a whole, according to Omni...

Financial planning

Portfolio manager turnover impacts fund performance

Portfolio manager departures and turnover are having a significant impact on the performance of Australian equity funds, morale and investor relationships, according to t...

Editorial

Financial planning becomes a political battleground

The use by Industry Super Network (ISN) of research and surveying organisations to help prosecute its agenda with respect to financial planning represents the transfer of...