RESEARCH AND RATINGS

Financial planning

It may have been more than a year since the Industry Super Network (ISN) toned down its television advertising impacting financial planners, but they continue to suffer a...

Financial planning

Mortgage Choice spokesperson Belinda Williamson has suggested small pockets of declining interest in fixed rates may be a sign of increasing consumer confidence. ...

Funds management

Financial planners should consider specialising in property investment to take advantage of current market forces, according to Property Investment Professionals Associat...

Financial planning

Colonial First State has reassumed its position at the top of the Wealth Insights platform rankings. ...

Financial planning

Clients of financial planners are questioning their advisers' technical abilities while still seeing them as trustworthy and reliable....

Funds management

New US research points to increasing use of mobile apps by wealth management clients....

Financial planning

Planners hold back on selling up while demand continues for acquisition ...

Financial planning

New US research points to the financial imperative which exists for planners to better understand female clients....

Superannuation

Superannuation fund performance has taken a slight fall during March; however ratings houses say they will still record the best results since pre-2007....

Life/Risk

Life insurance claim payments have jumped by 10.7 per cent over the last 12 months, breaking through $4 billion in claim payments, according to new figures released by th...

Financial planning

Roy Morgan data points to strengthening business confidence among financial services and insurance firms, but eFinancialCareers claims retrenchments are the order of the ...

Funds management

A cautious approach to an improving yet still volatile market is causing a boom in beta-oriented and defensive investment products, according to Investment Trends....

Superannuation

According to Mercer, if Treasury’s tax expenditure requirements continue to be used to dictate superannuation policy, the security of Australians’ retirement savings coul...

Superannuation

A survey of mostly industry fund executives and trustees reveals reluctance to see change to super....

Funds management

Equity research company Skaffold has surveyed 100 investors to find their preferences for equity markets performance for the next 12 months....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month ago

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

2 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 1 week ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

4 days 23 hours ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

2 weeks ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

4 weeks 1 day ago
moneymanagement logo