wealth insights

Financial planning

Dealer groups are removing investment products en masse from their approved product lists in reaction to the performance of certain asset classes during the global financ...

Financial planning

Master trusts and wraps: Regulatory ripple effect

Platforms and wraps have become such an integral part of the financial planning revenue equation that any changes to the regulatory environment are likely to be felt up a...

Editorial

Financial planners accept the need for remuneration reform

Research from Wealth Insights and Investment Trends reinforces the degree to which financial planners understand the need for remuneration reform....

Financial planning

Planners look to cut client costs

Active managers may be among the first to feel the squeeze as financial planners look to reduce costs to their clients without squeezing their own margins, according to n...

Financial planning

Sentiment returns to pre-recession levels

Psychological wounds of recessionary cycle are likely to linger....

Financial planning

PJC fails to alarm planners

Financial planners have not been spooked by the reportage and speculation flowing from the Ripoll inquiry, but many are acknowledging that it has impacted the valuations ...

Financial planning

Adviser sentiment rebounds

Australian financial advisers believe the worst of the global financial crisis is over, with sentiment having improved rapidly over recent months, according to the latest...

Financial planning

Planner sentiment picks up

The early months of the year may have represented the lowest ebb for Australian financial planners, according to the results of new Wealth Insights research....

Financial planning

Colonial First State giving planners what they need

Colonial First State has again walked away with the top ranking in the annual Wealth Insights Service Level Survey....

Financial planning

Strong business plans bolster companies during crisis

Businesses within financial services that are well established and have a written plan fare well....

Financial planning

Confidence in industry must be rebuilt

The Minister For Superannuation and Corporate Law, Senator Nick Sherry, says rebuilding confidence in the superannuation and financial services industry is now a priority...

Editorial

Coming between clients and cash

A mere six months ago, the common wisdom among financial planners was that most clients would be best advised not cashing out their investments lest they miss the inevita...

Financial planning

Dealer group acknowledges advisers emotionally battered

Financial Planning Services Australia advisers have been emotionally battered by the ongoing market downturn, chief executive Mark Ryan has acknowledged....

Financial planning

Meltdown takes heavy toll on financial planners

Australian financial planners have revealed the deep distress they are feeling as a result of the global financial crisis and the impact it is having on their clients....

Financial planning

Decision-makers debate 'The State of the Industry'

The Henry Tax Review, the 2009-10 Budget, industry sentiment, planner remuneration and regulation are all contentious issues that will be up for discussion at Money Manag...