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At initial meetings, most financial planners at least imply they will provide ongoing service to their clients. Rob Keavney reckons there is a large body of planners that...

Asset consultants, research houses and financial planners sometimes argue that fund managers rarely outperform their benchmark index. The question is then asked why we pa...

The success of Credit Suisse and UBS Asset Management in this year’s Money Management Assirt Fund Manager of the Year awards marks a significant turning point for the Aus...

The world over it has been a particularly volatile period in fixed-interest markets. ...

As always, developments in the equity market have had a powerful influence on the investment decisions made by fund managers specialising in property. With the slower equ...

Many financial planners have at best dim memories of the major corrections of 1994 and 1987. Rob Keavney believes some of these advisers are putting their clients into hi...

Financial services technology group HP JDV lost more than $13 million in the nine months to March 31....

Deakin Financial Services has reported a total net loss of more than eight million dollars in the group’s six monthly results, as posted on the Australian Stock Exchange ...

Royal & SunAlliance Australia has reported a $69 million end of year profit for its financial services division, and a continued positive performance in its asset managem...

Accountancy consolidator group Harts Australasia has not performed as badly as it expected in the six months to December 31, 2000....

Wealthpoint has recorded mixed results for its first profit statement since the company changed its name....

Marketing a financial planning practice is not always a difficult task and may be much easier to do than first thought. Rohan Mead finds it can be a fairly unscientific a...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

5 days 19 hours ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

4 weeks 2 days ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 1 day ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 1 day ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 3 days ago