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Financial planning

Wraps, platforms and master trusts together experienced net inflows of $14.5 billion in the 2010 calendar year to $427.7 billion....

Editorial

Stephen Hart explains that inflation-linked bonds have outperformed equities over the last 20 years and act as a good hedge against inflation....

Superannuation

The majority of pre-retirees in Australia expect to work longer, while 39 per cent feel they are unlikely to meet their retirement income needs, according to CoreData res...

Financial planning

Increasing confidence among companies has resulted in a 6.4 per cent growth in dividends across the equity market over the last six months, according to Russell Investmen...

Financial planning

Westpac has released an online broking account targeting high-volume self-directed investors....

Superannuation

Australians have the right attitude towards their super, but many are still not aware of the additional services their fund provides, according to research by the Austral...

Financial planning

Financial planners and fund managers are wary of risks in the global economy, but are still open to market opportunities....

Financial planning

Life risk advisers are becoming increasingly technologically savvy and are willing to purchase new technology for client service purposes, according to a national survey ...

Financial planning

The past 12 months have proven challenging for most fund managers, with above-index returns eluding most of the sector. Ashleigh McIntyre reports....

Financial planning

Most of those working in Australian financial services were happy with their bonuses, but those working in Sydney had more to be happy about....

Financial planning

Instreet Investment has launched a new product that it says will provide extra income supplementing any potential returns - but Instreet has also acknowledged the risks t...

Financial planning

Most financial planners typically expect Australian shares to return around 10 per cent excluding dividends over the course of 2011, according to research by Investment T...

Superannuation

The median balanced super fund grew 1 per cent in February, but global volatility in March looks set to wipe out this calendar year's gains, according to SuperRatings....

Financial planning

Smaller and lower-cost brokers were responsible for increased competition in the online broking space in the second half of 2010, according to Investment Trends research....

Financial planning

While aspirations of wealth and asset ownership rate high among Australians, it is the fear of not having enough money that drives people to establish their financial goa...

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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’...

4 days 19 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 1 day 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. ...

1 week 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 2 days 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. ...

2 weeks ago