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Financial planning
Despite the significant changes taking place in the financial planning sector, masterfunds continue to dominate the financial services industry, something that is unlikel...
Financial planning
New research suggests that Australians value advice from friends and family more than that provided by advisers....
Financial planning
Australian chief executive officers have more international experience than their Canadian counterparts, according to a survey conducted by Russell Reynolds Associates....
Superannuation
The latest Multiport data confirms SMSF trustees remain wedded to cash and fixed interest despite improving equity markets....
Financial planning
Regulators have again been urged to intervene in the issue of fund promotion as some of Australia’s biggest fund managers and super funds continue to market product...
People & Products
Bendigo and Adelaide Bank has completed its acquisition of a 24 per cent stake in Linear Asset Management as a building block to extending its wealth management platform ...
Financial planning
In the face of last month’s predictions about interest rate rises, the take up of fixed rate home loans has reached a two-year high in October, according to the mor...
Financial planning
eJobs Recruitment Specialists has noted a 5.5 per cent drop in national advertised roles in the financial planning industry in the three months to October 31, with job lo...
Financial planning
Price sensitivity and consumer awareness of the need to protect against trauma are the two primary issues affecting the uptake of trauma insurance in Australia, according...
Financial planning
ASIC has revealed that the fees and charges it imposes reached $582 million last financial year....
Financial planning
AXA-owned Genesys Wealth Advisers has completed the first stage of an equity offer to member firms, but despite almost 80 per cent of member firms taking part the offer f...
Financial planning
Members of the financial services industry regard the proposed reforms package as beneficial, but question its ultimate success, according to the research conducted by RB...
Financial planning
Most advisers are focused on business growth, despite almost 75 per cent claiming the proposed fee-for-service models and opt-in arrangements would have a somewhat or str...
Life/Risk
Two years out from the implementation of a new regulatory environment, insurers are facing resourcing issues....
Editorial
The following information is the key findings of the DEXX&R Market Share Analysis Report, June 2010, and the DEXX&R Market Projections Report, December 2009. The data sho...
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MARKET INSIGHTS
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...