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Financial planning
The Commonwealth Bank has emerged a winner for customer satisfaction despite it being embroiled in scandals and bad publicity....
Financial planning
Financial planning practices are keen to grow their client base in the year ahead, but few intend on boosting planner numbers to achieve this, a survey reveals....
Policy & Regulation
The ATO has warned property developers not to use trusts to give back proceeds from property as capital gains rather than income....
Financial planning
Overall planner numbers have fallen for the fourth consecutive year with the non-institutionally owned sector losing more than 10 per cent in 12 months...
Superannuation
The bulk of advisers expect SMSF revenue to grow by more than 25 per cent over the next three years, largely driven by referrals from accountants, a CoreData survey has r...
Rate the raters
While research houses view their pay model as the centrepiece of their offering, fund managers are more concerned about timely and digestable results, writes Jason Spits...
Financial planning
The Australian Prudential Regulation Authority claims 11 entities it regulates are in the “intensive care ward” but doesn’t name them....
Superannuation
Industry Super Australia has claimed the outperformance of industry funds highlights the need for the separation between product and advice in the retail sector....
Superannuation
Self-Managed Superannuation Fund service providers with origins in accounting tend to be bigger and more profitable than those that started out as financial planner or ad...
Superannuation
Superannuation fund members are more engaged and satisfied with their fund than they have been for the past three years with indications they would continue to use their ...
Funds management
Superannuation funds are benefiting from strong returns produced by listed equities, as the sector recorded a second successive year of double-digit growth in the 2013/14...
Financial planning
Prime Financial Group Ltd has settled the first part of its expansion plan for combined accounting and wealth management investments. ...
Superannuation
An underwhelming June performance did not stop super funds seeing double digit returns in the 2013/14 financial year....
Financial planning
Median managers across all major investment classes posted above index performance for the past financial year according to statistics released by Morningstar as part of ...
Superannuation
Far from being a drain on the economy, Australia’s retirees have the potentials to be core to helping rebuild the nation’s infrastructure for years to come, a report from...
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MARKET INSIGHTS
Podcast
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...
So we are now underwriting criminal scams?...