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GLOBAL FINANCIAL CRISIS

Financial planning

Single-manager diversified funds have outperformed their multi-manager peers over the past year, according to Lonsec's latest review of the sector....

Financial planning

Australian financial advisers believe the worst of the global financial crisis is over, with sentiment having improved rapidly over recent months, according to the latest...

Financial planning

Up to six boutique advice firms are being forced by lenders to sell all or part of their client books each week, according to John Birt, principal of advice firm buyer co...

Financial planning

Macquarie Group has moved back into acquisition mode, picking up Philadelphia-based Delaware Investments for $516 million....

Financial planning

A number of failures of governance at a director and business level contributed to the global financial crisis, offering a number of lessons for the future, according to ...

Financial planning

The Ideas Centre will help AFA members to build, manage and protect not only the wealth of their clients but also the value of their own businesses....

Financial planning

The Institute of Actuaries has suggested that planners be required to give clients a mandatory stress test to ensure they are aware of their risk exposures....

Financial planning

With investors profiting from India's growth, the new political environment augurs well for the country's future prosperity, writes INDY SINGH....

Editorial

As financial planners grapple with the aftermath of the global financial crisis, it appears skittish investors are looking to take a more hands-on role, writes JANINE MAC...

Editorial

The rapid expansion of the financial services industry in Asia was fuelled by an unprecedented bull market run. However, in the wake of the global financial crisis, some ...

Financial planning

AMP Capital Investors corporate governance report suggests investor short-termism contributed to the global financial crisis....

Financial planning

Two FSP advisers have produced a series of five financial literacy books from what they say is a resource rich industry....

Editorial

Impairment charges have combined with a fall in funds under management and a decline in wealth management revenues to see the Commonwealth Bank report a 7 per cent decrea...

Top 100

AMAL AWAD examines how dealer group performance and planner numbers have held up over the past year in the face of a global financial crisis....

Editorial

Count Financial announces a 9.1 per cent decline in profit and slams the need for PI, arguing it is being penalised for the mistakes of other AFSL holders who shouldn't h...

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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’...

1 week 1 day ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month 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 1 week 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 4 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 4 days 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 6 days ago