GLOBAL FINANCIAL CRISIS

Financial planning

ASIC has flagged a crack-down on breach reporting with particular emphasis on high risk licensees with poor cultures....

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Policy & Regulation

Deloitte argues that FOFA taken together with other initiatives suggests the regulatory pendulum has swung too far....

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Funds management

Poorly structured bond products that are little more than repackaged versions of pre-GFC products are being considered by uneducated investors according to Aberdeen Asset...

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Funds management

Demand for international assets took a beating in August 2014 by two per cent but high net worth (HNW) investors are bucking this trend...

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Superannuation

Consumer satisfaction with the financial performance of superannuation has climbed to its highest point since the global financial crisis according to research conducted ...

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Financial planning

AREITs have performed well for the past 12 months but still hold concentration risk across a range of funds according to research house Lonsec....

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Superannuation

Strong growth in total annual contributions to superannuation funds since the GFC driven by improved economic state in US and UK....

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Superannuation

With increasing demands being placed on super funds as more and more baby boomers move to the draw down phase it’s time to rethink retirement income products, Paul Rogan ...

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Financial planning

As consumers get savvier and more sceptical of financial advice, advisers have to fight harder than ever to justify their value proposition, but the smarter ones still ha...

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Editorial

The financial services regulators have sent a clear message to the life/risk industry about its past mistakes. ...

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Funds management

Australian investors’ fear levels have fallen to the lowest levels since the global financial crisis, but the impact on capital gain expectations has been modest, new res...

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Superannuation

Super portfolios are an “aggressive constant mix”, leaving investors in the pre- and post-retirement stages at risk....

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Financial planning

Clients of financial planners are not interested in volatility or risk but the level of loss they may face from the advice they receive....

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Editorial

Managed accounts have taken years to bloom, as Jason Spits writes, the large players have been waiting to pounce....

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Financial planning

Learn about the pros and cons of owning AFSL and weighs them up against becoming an authorised representative of a larger licensee...

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 1 day ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago