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Financial planning
Currency management has become a critical component of super returns, or lack thereof, as a result of the extreme currency swings in the global financial crisis, accordin...
Financial planning
The regulator has admitted that the licensing requirements applied to financial services companies are lower than some investors may realise - confirming what some in the...
Life/Risk
Aussie research shows 70 per cent of Australian families face financial ruin with death of provider....
Financial planning
New research reveals that axing commissions will not by itself serve to reduce superannuation fees to the level desired by the Federal Government....
Financial planning
The level of share ownership in Australia has fallen by 14 per cent since 2004, during which time shareholders have increasingly turned to financial planners for advice....
Financial planning
Partners of spouses who have not made wills will receive 100 per cent of the estate....
Financial planning
A new survey suggests most Australians still find superannuation too complicated and worry more about having too little money in retirement than the global financial cris...
Financial planning
Forty-one per cent of Australian businesses believe their success is dependent on the success of their neighbouring businesses....
Financial planning
REST Superannuation is urging eligible members to make voluntary contributions to their super accounts to take advantage of the current Government co-contribution rate, s...
Life/Risk
Forty-five per cent of Australians don't believe they need additional insurance cover despite crisis....
Financial planning
Consistent with industry moves to phase out commission-based remuneration models for financial planners, a recent report shows advisers have increasingly opted for fee-fo...
Financial planning
A quarter of financial advisers select managed funds for their clients on the basis of FUM inflows into the fund, according to a survey by BDM Direct....
Financial planning
Dealer group Count Financial yesterday increased its minority stake in Mortgage Choice, buying 1.5 million shares in the franchise group....
Funds management
High-net-worth clients who see signs of a market recovery will not shy away from equities, as they see an opportunity to pick up undervalued stocks....
Funds management
Twenty-eight per cent of venture capital managers will not be able to raise capital within the next seven years....
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...