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Financial planning

Financial planners increasingly looking to reverse mortgages as a financial strategy for retiring clients who need access to home equity....

Financial planning

Count Financial has announced it will be moving to list its accountancy franchise, Countplus, late next year, irrespective of the markets....

Financial planning

The Federal Opposition has declared it would oppose any increase in the superannuation guarantee in the current economic circumstances but would back a regime of soft com...

Financial planning

Adds $130 million in funds under advice and eight staff to practice....

Life/Risk

Important for workers to review insurance arrangements in the current economic environment....

Financial planning

Research conducted by CoreData shows that Australian financial planners have lost approximately 215,000 clients over the past 12 months. But perhaps even more disturbing ...

Funds management

GDI Property Group has launched a fund to raise $48.5 million to purchase a premium grade office building located in the heart of the Adelaide CBD....

Life/Risk

Plan for Life research shows new premium sales up 10.7 per cent....

Financial planning

Many super funds may not have enough money put aside to compensate members in the event of a major operational risk event, according to Mercer....

Financial planning

Australians who watch for the best interest rates save 2.2 per cent more than savers who leave their money in an account with one of the four big banks....

Financial planning

Challenger Financial Services has reported a mixed result for the March quarter but has performed better than the market average....

Funds management

The APN Property Income Fund outpaced index by over 8 per cent for first the quarter of 2009, but was not subject to the full valuation process of its counterparts....

Financial planning

Revenue down almost 30 per cent for 2008, net profit before tax down 57 per cent but overhead expenses reduced by more than 4 per cent....

Funds management

A recent study shows females are focused and forward-looking on financial strategies, writes KRISTY SHEPPARD....

Financial planning

Concealments and biases in relation to margin lending reflect the necessity for planners and clients to share in the decision-making process, write PAUL RESNIK and PETER ...

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

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