RESEARCH AND RATINGS

Financial planning

Law firm warns that ratings houses could be partially liable for money lost by investors in financial products they rate, following a landmark ruling in the Australian Fe...

image
Superannuation

The same company which produced research claiming FOFA would make advice cheaper is now in the headlines for giving women more super than men....

image
Life/Risk

Pan-Asian insurer AIA Group has boosted new business by more than 25 per cent. ...

image
Financial planning

New US research suggests planners need to be careful about making assumptions about what female clients want....

image
Funds management

Zenith Investment Partners’ Daniel Liptak has joined newly-established specialist institutional consulting firm ZG Advisors. ...

image
Superannuation

Research reveals a smaller proportion of super fund members intends to leave and set up a self-managed super fund....

image
Financial planning

The majority of chief executives in Australia believe technology plays a significant role in developing and bringing new financial products to the Asian market, according...

image
Financial planning

Planners who specialise in SMSF advice derive almost half of their revenue from this advice ...

image
Funds management

Australian assets have delivered a trifecta for investors over the last 10-20 years - but that is likely to change, say Russell Investments. ...

image
Financial planning

Zenith Investment Partners will provide research to ESI Financial Services, the financial planning arm of 49,000-member industry superannuation fund Energy Super. ...

image
Financial planning

New FOFA research commissioned by industry funds is at odds with reality, according to financial planning executives. ...

image
Superannuation

ASFA calls for community involvement in survey to gather views on the future of Australia’s super system....

image
Financial planning

SMSF investors have a higher propensity to seek out and value advice than non-SMSFs, while nearly half of recent SMSF investors are under the age of 30....

image
Funds management

The current average interest rate on a 12-month term deposit is seeing Australians barely breaking even – but cash continues to be a popular investment vehicle....

image
Funds management

New analysis from CFS Global Asset Management points to how higher savings helped with deleveraging and the risks associated with a lower currency....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

18 hours ago

Interesting. Would be good to know the details of the StrategyOne deal....

4 days 23 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 3 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 4 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

3 days 21 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

3 days ago