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Funds management
Australian assets have delivered a trifecta for investors over the last 10-20 years - but that is likely to change, say Russell Investments. ...
Financial planning
When AFA chief Brad Fox asked Roadshow attendees in Sydney to put their hands up if they thought the financial advice industry was a profession, only 5-10 per cent of peo...
Financial planning
Financial advisers tend to over-estimate the average investor’s knowledge of financial markets – but social media could help to stem this trend, a US study has found....
Superannuation
Term deposits may continue to be a popular investment option for Australian investors but according to CANSTAR, the current low interest rate environment is making it dif...
Financial planning
Planner satisfaction with platforms has reached the highest level recorded in 10 years, according to findings from the Investment Trends 2013 Planner Technology Report....
Funds management
The current average interest rate on a 12-month term deposit is seeing Australians barely breaking even – but cash continues to be a popular investment vehicle....
Superannuation
Australian investors believe global markets will rise over the next year and are cooling in their outlooks for the domestic stock market, according to the inaugural Certi...
Life/Risk
Directly-sold lump sum and income protection insurance sales will continue to surge but will struggle to stay on the books past the first year, according to research data...
Financial planning
New data from St George and the Melbourne Institute reveals a mixed picture of household economic conditions....
Funds management
New research suggests the Commonwealth Bank not only commands most market share with respect to professional services banking but also gets the boss’s banking business. ...
Funds management
More than half of Australian high net worth (HNW) investors expect global markets to rise over the next year, while cooling their outlook on the domestic front....
Editorial
How many winners do you need? Richard Skelt from Fidelity explains how investment performance is actually generated and asks whether the concept of ‘batting average’ is a...
Funds management
Assets under management (AUM) for the top 100 alternative investment managers reached $3.1 trillion in 2012, with Macquarie Bank taking out the top spot in Towers Watson’...
Life/Risk
New Plan for Life data paints healthy but mixed picture of life/risk market....
Rate the raters
Money Management asked fund managers once again what they thought about the research houses which rate their products....
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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...