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Funds management

According to Alphinity Investment Management principal Bruce Smith, the rise in online retailing will produce many losers and some surprising winners in the retail proper...

Financial planning

According to Roy Morgan Research's Business Satisfaction - Business Banking in Australia Monthly Report March 2012, business bank customer satisfaction has fallen for the...

Editorial

Austerity plans all over the world – and especially in Europe – are worsening government finances while inflicting misery, writes Michael Collins....

Superannuation

SMSFs with less than $50,000 in assets pay around 7 per cent per year in operating costs, but due to the size of the average fund most pay less than 0.25 per cent....

Superannuation

Australia is unlikely to experience a rerun of the post-April slump in equity markets which occurred in both 2010 and 2011, according to AMP Capital chief economist Shane...

Superannuation

The average annual operating expenses of running a self-managed super fund (SMSF) continues to trend down, but small funds are still incredibly costly, according to recen...

Financial planning

The past five years have seen a dramatic increase in the development of micro-insurance schemes, according to new research released this month....

Financial planning

One-third of Australians believe the share market will be the most profitable sector over the coming year, according to a Loan Market poll....

Financial planning

More clients would prefer their planner picked up the phone, while two in five don't even perceive they use the services of a planner, according to a Leap of Faith survey...

Financial planning

Company collapses have risen by 117 per cent to 1,123, reflecting a continuing 'lag effect' from the economic woes of the global financial crisis, according to research b...

Financial planning

Planners believe that on average a financial planning practice is worth between two and three times recurring revenue - with smaller practices far more popular, according...

Financial planning

Fixed mortgage rates hit a four year high and New South Wales continues to dominate the market, accounting for two out of five new mortgages in Australia....

Funds management

BT Financial Group now accounts for almost half of the total wrap market, resulting in even more concentration in this space, according to a latest report released by Pla...

Superannuation

New research confirms that financial advisers can make a difference in achieving comfortable retirement....

Financial planning

Nomura Australia has paid a $30,000 penalty to ASIC after receiving a market infringement penalty from ASIC's Markets Disciplinary Panel....

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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’...

3 days 16 hours ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

4 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...

1 month ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

6 days 10 hours ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 1 day ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

1 week 6 days ago