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Financial planning

Australians working in the financial services sector believe they will have to move jobs to improve their chances of career progression, a new survey reveals....

Superannuation

The proportion of total retirement incomes funds under management (FUM) held in Self-Managed Superannuation Funds (SMSFs) is set to taper off, as benefit payments exceed ...

Financial planning

New research suggests SMSF advice is a prime area for consolidation....

Funds management

SMSFs have on average only seven per cent of their total holdings in residential property hosing down claims that SMSFs are moving into that sector as investors....

Financial planning

Resigning AWI chairman, Andrew Barnes, flags possibility of company pursuing action to recover van Eyk losses. ...

Funds management

Managed investments and superannuation funds have underperformed their benchmarks through a combination of index hugging and high management fees with nearly fifteen per ...

Superannuation

A perpetual investments survey showed advisers think a growing SMSF market is helping revive LICs....

Superannuation

Baby boomers’ retirements coupled with the high rate of unemployment among young Australians will see a significant ‘brain drain’ from the nation’s workforce, a new repor...

Financial planning

The ATO has issued another reminder for investors to voluntarily disclose offshore assets and income under Project DO IT....

Superannuation

APRA-regulated fund members demand advice and good communication if super funds want to retain them, but most are not ready to pay for this advice. ...

Editorial

The Commonwealth Bank has shrugged off its challenges to post a solid quarter....

Superannuation

Super funds need to invest in advice structures, engagement, and member servicing to retain members but many are struggling to have clear strategies, SuperRatings said....

Superannuation

People aged between 35 and 49 do not place value in going to a financial advisor, with only 15 per cent having done so....

Financial planning

The Macquarie Group has announced a $678 million half year profit with its banking and financial services and managed funds business contributing heavily to the group’s p...

Financial planning

There is potential for banks to provide products for children, as research finds they have saved more than $650 million....

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MARKET INSIGHTS

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WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

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