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Financial planning
Professional indemnity insurance premiums for planning practices are up 30 per cent from last year, according to Alexis Insurance Brokers principal Christina Kalantzis....
Financial planning
IOOF has released a new product which it says is aimed at financial advisers with clients who are looking for a wealth accumulation strategy outside of superannuation....
Superannuation
An increase in the number of people holding life insurance inside superannuation rather than outside it may mean more people have inadequate cover....
Financial planning
Will this week's Reserve Bank 0.5 basis point cut in interest rates prompt SMSF investors and retail investors to exit cash?...
Superannuation
While the majority of SMSFs continue to hold cash, there are signs that as much as $7.35 billion will be reinvested within the next 12 months....
Financial planning
Life insurance and annuities have become far bigger parts of the revenue model for financial planners, according to the latest data compiled by Wealth Insights....
Financial planning
New survey reveals financial services professionals ready to change jobs if the money and conditions are right....
Life/Risk
BT Financial Group has cut clients' waiting times by extending their tele-claim services to include trauma claims....
Superannuation
Default-option superannuation funds are close to revisiting their pre-global financial crisis highs, according to Chant West and SuperRatings....
Superannuation
SMSFs with higher exposures to equities would have done better than most through the opening months of 2012, according to the assessment of two of the leading superannuat...
Funds management
Almost all major managed fund categories reviewed by Morningstar leapt ahead in the first quarter of 2012, with small companies funds the standout....
Financial planning
The failure of the financial services industry to effectively engage with its clients is leading to missed opportunities, according to a report commissioned by Thunderhea...
Financial planning
Commonwealth Bank of Australia has launched an interactive website that aims to map the changing goals of Australia in real-time....
Financial planning
Boutique funds management house Bennelong has made its Kardinia Absolute Return Fund available to retail investors....
Editorial
The Trust Company has increased its net profit after tax by 12 per cent to $12.6 million, according to the company's annual report for the 12 months to 29 February 2012....
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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...