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....

image
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...

image
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...

image
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...

image
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...

image
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....

image
Funds management

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

image
Funds management

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

image
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....

image
Superannuation

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

image
Financial planning

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

image
Funds management

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

image
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...

image
Superannuation

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

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

James Patterson

How much did IRESS pay Deloitte for this analysis? Not sure they are the arbiter of intelligent forecasting in this spac...

21 hours ago
Howard Elton

Article makes no comment that the advisers leaving industry are older and have many years of work an life experience w...

2 days 4 hours ago
Peter Robinson

This article appears to overlook the fact that there must be a fairly large group of advisers who missed out on the expe...

2 days 4 hours ago

ASIC has secured travel restraint orders against a financial adviser while he is the subject of an investigation into alleged financial misconduct....

4 days 22 hours ago

Insignia Financial has unveiled a new operating model and executive team, including a new head of advice, while three senior executives are set to depart the licensee....

2 weeks 2 days ago

Analysis by Chant West of the annual performance of growth superannuation funds has uncovered which ones see the best performance....

1 week 1 day ago