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Financial planning

Australian investors’ appetite for offshore assets has jumped to a record high, according to the Certitude Global Investing Intentions Index (CGIII)....

Financial planning

More Australians regret not receiving professional advice to manage finances when they were younger, new research from REST Industry Super reveals. ...

Financial planning

The financial services system is letting down a sizable proportion of low income-earning Australians, with more than three million unable to access a moderate line of cre...

Financial planning

The workplace is seeing a positive shift in culture, with older workers being more widely embraced than in the past by employers, the Financial Services Institute of Aust...

Financial planning

Investor satisfaction with financial advisers hits a seven-year high, with planners rated highly on trust, technical ability and performance. ...

Superannuation

The FSC has released new research suggesting employers are increasingly valuing older workers at the same time as renewing its call for a lifting of the super preservatio...

Financial planning

New Zealand’s Trustee Executors Limited selects Sonata....

Financial planning

Planners are pushing record sums of new client money into listed investments, research shows....

Superannuation

New research confirms most superannuation fund executives and trustees believe few members understand what super is delivering in terms of insurance cover....

Superannuation

Constant debates on super regulation is deterring young people from superannuation, and they are instead investing in assets over which they have more control and certain...

Superannuation

A new survey has revealed that over a third of super fund sector personnel have considered establishing an SMSF....

Superannuation

Failure to consolidate superannuation accounts or find lost super could be costing younger Australians thousands of dollars in future retirement savings, according to the...

Superannuation

Australian superannuation funds saw only small growth over the first quarter of 2014, with median funds returning 0.9 per cent over the three months, the Morningstar Aust...

Funds management

Challenger has grown its group assets and funds under management (FUM) by 21 per cent in the last year, it announced this morning....

Editorial

MetLife posts record year for growth in overall risk inflows and new premium sales....

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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’...

1 month 3 weeks ago

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

2 months 2 weeks ago

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

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 1 day ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 3 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 1 day ago
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