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RESEARCH AND RATINGS
Funds management
A new report shows responsible investments have outperformed both the benchmark and the average mainstream fund over short and long term, dispelling the myth of lower ret...
Funds management
New research suggests the Commonwealth Bank not only commands most market share with respect to professional services banking but also gets the boss’s banking business. ...
Financial planning
The so-called “fifth pillar” of Australia’s banking sector, AMP, now owns the two biggest dealer groups in Australia....
Funds management
More than half of Australian high net worth (HNW) investors expect global markets to rise over the next year, while cooling their outlook on the domestic front....
Financial planning
The ability to easily open and manage accounts are what advisers are looking for when it comes to cash products, according to a new survey conducted by Macquarie Bank....
Financial planning
The finance sector outlook is positive, but change will be an ongoing feature....
Financial planning
Lower-cost and flexible pricing models have been the most successful elements in driving planners’ satisfaction with investment platforms, according to a new report by In...
Funds management
Exchange-traded products (ETPs) across a number of markets were spooked by recent comments by the US Federal Reserve, leading to outflows in a number of ETP sectors, acco...
Funds management
Assets under management (AUM) for the top 100 alternative investment managers reached $3.1 trillion in 2012, with Macquarie Bank taking out the top spot in Towers Watson’...
Life/Risk
New Plan for Life data paints healthy but mixed picture of life/risk market....
Financial planning
Better business insurance can be gained by engaging with insurance brokers. ...
Funds management
The global infrastructure securities sector has largely recovered from the losses experienced during the global financial crisis, delivering equity-like returns with lowe...
Funds management
Australian and Canadian equity funds in outflow despite more bullish sentiment in US and Europe....
Financial planning
While bank-owned dealer groups aggressively increased their adviser numbers in the last few years, non-aligned financial planning businesses have had to put serious brake...
Financial planning
Financial planning software company IRESS is continuing its market domination, with new figures showing it now holds 50 per cent of the planner market. ...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...