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RESEARCH AND RATINGS

Funds management

Strong personal savings and a positive economic outlook have seen financial comfort levels shoot to new highs, according to a survey. ...

Funds management

Investors expect the local stock exchange to surge ahead in the next year, but it won’t be enough to drag them away from burgeoning overseas markets, a survey suggests....

Life/Risk

APRA’s September quarter data confirms continuing challenges for insurers, particularly with respect to group risk....

Superannuation

Industry Super Australia has pointed to new research to highlight fee disparity between SMSFs and industry super funds....

An alarming proportion of Australian women do not have enough superannuation to retire comfortably and have few places to turn when their balance runs out, a superannuati...

Superannuation

Super industry CEOs say improving member engagement is their top priority over the next three years....

Financial planning

New report shows financial planners are allocating more new client investments to international assets than at any time since the global financial crisis. ...

Superannuation

Complex rules around consolidation and excessive paperwork are immobilising superannuation fund members, a survey has revealed. ...

Funds management

Australians need to prepare for at least two decades in retirement as life expectancy increases....

Superannuation

Generation Y ignorant on superannuation despite efforts to educate consumers...

Superannuation

New research shows that more than 50 per cent of assets held within SMSFs are in retirement phase....

Life/Risk

Around half of Australian adults are more likely to use the internet rather than visit a financial adviser or broker when researching or changing a financial product. ...

Boomers concerned super contributions not enough to boost retirement....

Superannuation

Increasing housing costs are straining single retirees’ pockets, according to new figures from ASFA....

Financial planning

Lying on insurance forms and not declaring taxable income are among the ways a sizable proportion of Americans are cheating the financial system, a survey found. ...

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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’...

5 days 22 hours ago

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

4 weeks 2 days 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 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 1 day 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 1 day 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 3 days ago