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Financial planning
A record six-month rally has seen superannuation returns solidly back in positive territory....
Financial planning
New ABS methodology has seen the financial services sector emerge as a leader....
Financial planning
A strong December quarter sees Equity Trustees post a better than forecast half-year result....
Superannuation
Cash holdings fall while equities allocations rise to 42 per cent....
Funds management
Global exchange traded funds (EFTs) assets broke through the $1 trillion mark at the end of December 2009, a rise of 45.2 per cent from the end of 2008, according to Blac...
Financial planning
Trailing commissions account for 35 per cent of revenue in the financial planning industry....
Funds management
Research has found advisers don't fully trust ratings houses that rely on fund manager payments as their main source of revenue....
Financial planning
While NAB's offer for AXA Asia Pacific's Australian and New Zealand businesses seems to have upped AMP's bid by 4 per cent, the game may not be over yet for AMP....
Funds management
A HSBC quarterly fund manager survey has stated that over half of fund managers hold a positive outlook about bonds, although investors may look towards reducing interest...
Financial planning
The latest Plan for Life data reveals a strengthening master fund market but declining fortunes for master trusts....
Financial planning
Bongiorno Financial Advisers and State Trustees to pay more than $16 million in compensation to investors....
Life/Risk
Employer master trusts are expected to make the most significant gains in market share for insurance premium income in the next 15 years, at the cost of premium income fo...
Superannuation
A desire for greater control over their investments is the main reason cited for establishing a self-managed superannuation fund (SMSF), although there is still a demand ...
Financial planning
A consortium including Lend Lease managed funds has been named the preferred bidder of $1.4 billion in assets from the ING Retail Property Fund....
Funds management
A-REIT sentiment is down due to increasing interest rates, according to the latest Russell Investments Investment Manager Outlook....
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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...