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Financial planning
Colonial First State’s in-house funds management arm suffered another blow today with both of its small caps funds downgraded to a ‘hold’ rating by research house Morning...
Financial planning
Listed financial planning dealer group Count Financial is on track to exceed its operating profit growth target of 30 per cent for the third consecutive year....
Financial planning
While platform operators talk about scale driving cost efficiencies, critics argue that there has been very little difference in the cost structure for end investors over...
Editorial
Listed financial planning group Snowball had upgraded its profit forecast for the second time in a month, reporting today that it was on course to register a $1 million r...
Life/Risk
Australians are underinsured to the staggering tune of almost $500,000, a new report has found....
Financial planning
Poor returns in the materials and financial sectors have caused the Australian sharemarket to register an overall negative return on a month by month basis for the first ...
Financial planning
The Productivity Commission is predicting one in four Australians will be aged 65 or more by 2044 - roughly twice as many as now - giving rise to significant economic and...
Financial planning
Most advisers think the Australian sharemarket will continue to offer investors positive returns in 2005, but don’t think they will be as robust as they were in 2004....
Rate the raters
The annual Rate the Raters Survey conducted by Money Management gives fund managers an chance to turn the tables and rank those organisations whose business it is to anal...
Superannuation
Product designers will welcome a survey’s discovery that most people establish self-managed superannuation funds for greater control of their investments, rather than for...
Financial planning
Superannuation has once again been revealed as the dominant element in APRA’s quarterly Life Insurance Trends data....
Financial planning
The mid-cap stocks enjoyed strong growth in 2004, and have been a favoured sector for investors, but should that be the only sector which investors focus on? The simple a...
Editorial
In late 2003, I wrote an article which pointed out some of the flaws in the new listed investment companies (LICs) floating at the time, and predicted that investors’ hig...
Financial planning
Solid growth in inflows through platforms and wholesale funds along with strong contributions from Asia have offset weaker results in advice from New Zealand to deliver A...
Financial planning
Australia’s total superannuation assets broke the $700 billion barrier during the quarter to March 31, 2005....
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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’...
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...