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Financial planning
Fund managers have delivered a strong rebuke to research groups who diversify into investment management, with over 80 per cent claiming the move creates serious conflict...
Financial planning
Fees in the superannuation industry are on their way down, according to data released by the Investment and Financial Services Association....
Financial planning
A wealth creation scheme that claims to be able to generate returns of at least 2 per cent every trading day is being investigated by the Australian Securities and Invest...
Financial planning
St George bank was the hottest retail fund manager in 2004, growing its funds under management faster than any other competitor in the retail market....
Financial planning
Colonial First State is close to losing its tag as Australia’s biggest fund manager to a boisterous Macquarie Bank, with the latter’s funds under management growing at 9 ...
Life/Risk
Most Australians do not understand income protection insurance, and either aren’t covered or have insufficient cover, according to a new study....
Superannuation
Sydney people looking for a comfortable retirement are facing a tougher environment than they were 12 months ago, according to the latest Westpac/ Association of Superann...
Financial planning
Far fewer Australians are seeking financial advice, yet paradoxically they think the standard of that advice has dramatically improved, according to a survey of 25,000 co...
Financial planning
Women are more inclined to seek professional advice than men when making investment decisions, while the latter rely more than females on newspapers and magazines accordi...
Financial planning
Balanced funds with an overweight position on large cap Australian equities continue to be rewarded, with the ASX 300 again proving the best mainstream home for investors...
Financial planning
Westpac chief executive David Morgan will deliver an upbeat assessment of BT Financial Group to an Australasian investment forum in New York this week....
Financial planning
Advisers are not sufficiently educated about listed investment companies and are letting many obvious bargains go begging, according to the author of Australia’s only res...
Financial planning
The Australian equities market continues to defy expectations of a slowdown from last year’s growth highs, rising 2.2 per cent in February....
Financial planning
A planned crackdown of advisers in the lead up to super choice has been put into question by new survey findings, which show the majority of clients are satisfied with th...
Life/Risk
The need for insurance has never been greater, with personal debt at historically high levels. Credit continues to grow at an annualised rate of around 13 per cent, while...
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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...