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Financial planning
Days after boutique research house Zenith released an assessment critical of the mortgage fund industry, another report has concluded that mortgage funds will find it inc...
Financial planning
Australia’s mortgage fund industry is plagued by excessive, inefficient or outdated fee structures, according to a fresh sector report....
Financial planning
There has been much discussion about the lack of life insurance being taken out by the Australian public. But this pales into almost insignificance when the focus is on r...
Financial planning
As part of a bold new bid to increase revenue by 30 per cent, advisers not aligned to Count Financial will be rewarded with options in the dealer group if they drive new ...
Financial planning
Former Victorian Premier Jeff Kennett has warned that some current reverse mortgage providers will fail in what he predicts will be a burgeoning market. His warning came ...
Financial planning
Solid exposure to the Australian mortgage market has contributed to an upgrading of Mariner Mortgage Trust’s rating by InvestorWeb Research from ‘buy’ to ‘strong buy’ in ...
Financial planning
Boutique dealer group AAA Financial Group (AAAFG) has expanded its head count to 80 advisers nationally from 10 at the start of the year, and is preparing to launch a mor...
Financial planning
A new research report compiled by van Eyk has revealed Australian income fund managers are increasingly looking to boost their risk/return profiles through the combinatio...
Superannuation
ASIC is shutting down 11 Melbourne-based self-managed superannuation fund companies related to the PFS Group....
Financial planning
Mortgage funds are struggling to gain significant traction against other funds management products in the market according to a report reviewing the relative merits of th...
Financial planning
The Australian Consumers’ Association has echoed the sentiments of ASIC by calling for tighter controls over the mortgage broking industry in light of the proliferation a...
Financial planning
A key theme in the FPA presentation on super choice by Stuart Milne, co-principal of consultancy Praxis Partners’, is on representing choice as the “quasi deregulation of...
Superannuation
For so long, all of us have believed that superannuation is for the purpose of providing for our retirement. We told our clients to work hard, put their money into super ...
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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...