RESEARCH AND RATINGS

Financial planning

The investment research portal has been appointed the mandated research provider and would commence a bespoke onboarding program for advisers across the InterPrac dealer ...

Funds management

Investment group for advisers set to access new tools and data to build absolute return portfolios....

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Rate the raters

For the second year running, Zenith Investment Partners has come out on top of the pile to claim the title of Money Management’s Ratings House of the Year 2015, writes Ni...

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Top 100

Service providers are an essential part of the financial planning sector and, as Jason Spits writes, while advisers may recommended diversification in a portfolio they ap...

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Financial planning

The launch of an advice business by van Eyk has been questioned by a planning group and cautiously received by another research house...

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Superannuation

Self-managed super fund (SMSF) trustees’ appetite for cash has fallen further in the last quarter, with low interest rates driving investors away from the traditional saf...

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Funds management

Funds under management and advice (FUM/A) held in retail and wholesale managed funds shot up by 16.4 per cent to $953 billion in the 12 months to September....

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Funds management

European investor confidence retreated to neutral territory this month after hitting a six-year high in October, a benchmark shows. ...

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Funds management

Research house looking at managed account platforms before releasing research results....

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Financial planning

The big four banks are closing the gap with the smaller banks on consumer satisfaction levels, recording a 79.6 per cent satisfaction score....

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Superannuation

Industry bodies call into question Rice Warner research on costs of SMSFs....

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Financial planning

BlackRock’s inaugural global survey found clients highly value financial advice but only 15 per cent use it....

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Funds management

An over-supply of business owners looking to retire and sell up means they may be overestimating the value of their businesses....

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Financial planning

Mortgage brokers and aggregators have taken nearly half of the home loan market and are on track to break through the $120 billion mark for new loans written by the end o...

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Superannuation

Super funds are on track to deliver their highest calendar year returns since the GFC, research shows....

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MARKET INSIGHTS

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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 day 16 hours 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 day 17 hours 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...

2 days 16 hours 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. ...

8 months 3 weeks ago

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

9 months 1 week ago