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Funds management

The retail managed funds sector has grown 4.5 per cent in the March quarter; however the “sell in May and go away” syndrome may plague Australian markets later this year....

Funds management

Claims of a need for liquidity in portfolios hide planner ignorance on alternative investments and tendency to churn. ...

Funds management

The exchange-traded funds (ETF) sector has continued to grow for an eighth consecutive month, recording a new level of assets under management and strong net inflows desp...

Financial planning

The mortgage and finance broking industry is facing a shortage of young people entering the profession, due largely to a lack of understanding about how to get started as...

Life/Risk

Inflows into risk insurance products continued to climb after a strong 2012, with inflows into individual risk lump sum and income products and group risk products increa...

Financial planning

Australian online broking clients are the most loyal in the world, despite mid-ranking levels of satisfaction with their brokers. ...

Life/Risk

Rice Warner’s latest direct insurance report said that a growth in term, income protection and accident cover via direct insurance channels showed consumers were increasi...

Funds management

According to a new Mortgage Choice survey, low interest rates are driving investors to seek out investment property....

Funds management

China’s GDP (gross domestic product) growth is set to downshift over the next five years, with the slow-down in policy stimulus to hit the Australian economy hard....

Financial planning

More than 17 per cent of Australians unable to access banking, credit or insurance products...

Financial planning

New research reveals degree to which Australians are embracing technology in their banking habits....

Financial planning

Financial planners are being stymied by anti-money laundering laws and the onerous administration tasks involved in transferring client funds from one term deposit to ano...

Financial planning

While most of the financial services industry expects business activity to grow over the next year, most employers continue to remain cautious about increasing salaries i...

Accounting

Count Financial welcomes Parliamentary progress of limited licensing arrangements for accountants....

Superannuation

New AMP data points to older workers staying in workforce longer and losing some focus on their super....

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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 ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 2 days ago

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

1 week ago
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