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Life/Risk
Around 44 per cent of the people licensed to conduct general insurance business in Australia did not actually place any general insurance business in the first six months...
Financial planning
Australia's biggest pension funds grew faster than the top global funds over the past five years, largely due to merger activity and strong contributions....
Financial planning
IOOF has extended the period for Plan B shareholders to accept a $0.60 per share takeover offer by two weeks to 25 September....
Editorial
Australian Ethical has reported a net profit after tax (NPAT) of $402,000 for the 2011-12 financial year, down 64 per cent on the previous result....
Financial planning
According to Mortgage Choice, Australian investors' conservative attitude has driven an increase in fixed rate home loans in August....
Financial planning
Retail investment FUM fell by 4.6 per cent to $119.8 billion over the June quarter, down from $125.7 billion as at March, the latest research from DEXX&R has found....
Superannuation
SMSF trustees need to understand the constraints with respect to related party loans, write DBA Lawyers principals Bryce Figot and Daniel Butler....
Editorial
SFG Australia has reported positive earnings and revenue growth in a financial year that followed the effective merger of Shadforth Financial Group Holdings and Snowball ...
Financial planning
IOOF has passed the halfway mark in its planned acquisition of Plan B, whose board has urged remaining shareholders to accept IOOF's current offer....
Editorial
WHK Group has posted a net profit after tax of $10.2 million for the 2011-12 financial year - down from $17.8 in the previous financial year....
Editorial
Prime Financial Group's NPAT dropped by a quarter in the 2012 financial year and FUM dropped slightly, although wealth management revenue grew by 11 per cent....
Rate the raters
Lonsec has once again snatched the Money Management Research House of the Year title. However, Morningstar and Mercer are catching up....
Editorial
The Australian financial markets and wealth management arms of IRESS have posted a profit after tax of $18.2 million and $7.6 million for the first half of 2012, respecti...
Superannuation
Lack of knowledge among financial advisers seems to be the main reason for the shortfall in the take-up of life insurance cover in the SMSF market, according to research ...
Editorial
Countplus has reported a net profit after tax of $11.31 million for the 2011-12 financial year - down 12.2 per cent on the previous period....
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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...