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Financial planning
Master trusts have outperformed industry funds in the year to June 2010, but only for the second time in the past decade, according to latest figures from Chant West....
Financial planning
Commonwealth Bank of Australia has revealed both its funds under advice and management slipped in the June quarter, but FirstChoice flows and in-force insurance premiums ...
Financial planning
The calling of an election has seen the Government’s financial services policy changes go on hold....
Financial planning
Mark Thomas argues that financial planners must convince their spooked clients that index management and term deposits are the wrong strategy....
Editorial
Plan B has confirmed its profit position and moved to fully acquire Strategic Financial Management....
Editorial
Count confirms profit guidance but stakes in DKN and Mortgage Choice lift earnings per share....
Funds management
The Dow Jones Credit Suisse Hedge Fund Index is down again, posting negative returns of 0.84 per cent for June....
Financial planning
The average Australian active fund manager failed to outperform the index after fees over the past financial year....
Financial planning
The latest research from AAG paints the picture of a sector on its knees, with investor numbers, projects on offer and funds raised all significantly down compared to the...
Financial planning
BT Financial Group is the leader in funds under management (FUM) in the total masterfund market, beating National Australia/MLC and Commonwealth/Colonial groups, accordin...
Funds management
Continuing overseas market volatility has driven hedge funds into negative returns again, with the overall sector posting minus 0.02 per cent for the current year....
Financial planning
ANZ introduces new services amid further research that many Australians do not believe they will have sufficient funds with which to retire....
Financial planning
Australia compares favourably to other Western nations in the IMF’s World Economic Outlook with stronger growth, lower unemployment and much lower debt....
Superannuation
The Government has promised further discussions with the industry around the recommendations of the Cooper Review but is focusing primarily on MySuper and SuperStream....
Financial planning
Research conducted by Investment Trends on behalf of the FPA has found consumers would rather speak to a financial planner than their super fund for advice....
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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...