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RESEARCH AND RATINGS
Financial planning
After more than two years under new ownership, research house Lonsec has branched out into the online space, launching a planner portal aimed at retirement advice and por...
Funds management
Managers with diversified investments strategies are using more beta positions and asset allocation moves to boost portfolios....
Financial planning
Latest research shows business confidence in the finance and insurance industries received a significant boost as a result of the federal election. ...
Funds management
Zenith Investment Partners has observed significant progress by multi-managers in the areas of investment implementation and risk management as part of its latest diversi...
Life/Risk
Advice professionals give muted okay to life company support services....
Superannuation
A compilation of industry research into retirement points to a deep concern around financing life after work – but Australians are taking little action to solve the probl...
Funds management
Australian and NZ markets in step as investment returns drive funds growth....
Funds management
Speculation about what the US Federal Reserve might do has resulted in a decline in sentiment among investors in North America, and continues to worry Asian investors....
Financial planning
Small business owners under the age of 40 are increasingly more likely to use social media to bolster their operations and communications. ...
Financial planning
More than a million customers have ended their relationship with a financial institution in the past year, with ANZ reporting the highest proportion among the major four ...
Superannuation
Energy costs are on the rise, according to figures from ASFA, and retiree budgets in Victoria are suffering....
Funds management
Strong investments and flows drive masterfund sector growth....
Superannuation
The median balanced option gained 0.4 per cent in August....
Superannuation
More than nine out of 10 Australians do not know the value of the age pension despite the high probability it will be their main form of income in retirement, a survey ha...
Financial planning
Trustworthiness and relevant qualifications are clients’ top considerations when choosing a financial adviser, according to a survey conducted by a global financial plann...
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MARKET INSIGHTS
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,...