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Financial planning
MFS has announced plans to offload 60 per cent of its New Zealand operations to a group of Australian and New Zealand investors that includes a subsidiary of global inves...
Financial planning
Baby boomers with adult children at home are more financially vulnerable than their ‘empty nester’ counterparts, according to research by Nielsen Media Research for Wizar...
Funds management
Australia’s property funds management industry has grown by 30 per cent, or $65 million, in funds under management since 2004, despite the number of funds available to in...
Financial planning
The majority of financial planners feel a rogue element among their ranks or media beat-ups are chiefly responsible for the negative perception associated with the financ...
Financial planning
The superannuation industry is embracing financial planning as an integral offering for members, but has strongly rejected a commission-based fee model....
Financial planning
The full spectrum of wealth management roles have benefited from above average salary increases, according to the 2006 Hays Banking Salary Survey....
Financial planning
Retail managed funds have increased by 20.2 per cent from last year, to a total of $467.4 billion at the end of March, according to new Plan for Life research....
Life/Risk
Exacerbating Australia’s insurance gap sting, new research has revealed that only 14 per cent of individuals view risk insurance as a coping mechanism for when life has d...
Financial planning
In September 2004, term allocated pensions (TAPs) were launched onto the market with significant fanfare. However, the changes to superannuation announced in the budget m...
Superannuation
With the oldest of the baby-boomer generation now pushing 60, the Government is making a concerted push to keep older workers in the workforce to lessen the burden on the...
Superannuation
Australian baby boomers are looking to spend their retirement living life to the full, and are actively planning to be able to sustain it, according to a Commonwealth Fin...
Funds management
Thirty per cent of Australians view property as their preferred asset class, according to Elderslie Finance Corporation’s third investment opinion survey, up from 17.5 pe...
Financial planning
AMP posted a 29 per cent jump in net cash inflows to $2.66 billion in the March quarter, and is flagging the strong run to continue in the wake of today’s Federal Budget ...
Life/Risk
The Asia-Pacific region has the greatest growth potential in the insurance market over the next three years, according to an international survey by professional services...
Funds management
Satisfaction with existing investment manager mixes, coupled with strong performance in equity and fixed interest markets has seen a marginal downturn in manager search a...
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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...