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Financial planning

Spiralling credit card debt is causing anxiety for more than 50 per cent of Australians, a survey has revealed....

Financial planning

High net worth investor numbers invest a third of collective assets via self-managed superannuation funds (SMSF)....

Financial planning

Management to remain in buyout of niche business unit....

Funds management

New data shows wraps, platforms and master trusts FUM had a $94 billion rise during 2013....

Funds management

Falling volatility in the foreign exchange market has seen the number of Australian traders drop 4 per cent in a year....

Funds management

Advised investors are more bullish in investing offshore and hold more stable views towards global investment compared to non-advised investors, an Investment Trends repo...

Funds management

High risk investors have lost their appetite for new products and shares, with market uncertainty persuading them to err on the side of caution, research from CoreData sh...

Life/Risk

High levels of under-insurance are raising social security costs, with more than a third having no disability insurance....

Life/Risk

While OnePath and TAL have recorded the highest growth in premium inflows over the year, AMP still holds the largest market share in the retail risk space, according to P...

Superannuation

Satisfaction with the performance of superannuation funds has returned to pre-GFC levels, Roy Morgan research has found....

Life/Risk

Less than 10 per cent of insurance premiums placed with foreign insurers, according to latest APRA statistics...

Funds management

ETF investments have shot up 50 per cent in the last year, but the bulk of the traffic is still not driven by advisers, a report shows....

Superannuation

MLC uses the lead-up to the International Women’s Day to encourage women to seek advice about super....

Editorial

Yellow Brick Road has increased its wealth management revenue while also boosting adviser and branch numbers....

Financial planning

AIA Australia has released a new commission payment model for advisers, which it says could almost double the value of advisers’ business over 10 years....

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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....

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

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