RESEARCH AND RATINGS
Financial planning
Despite a slight decrease in return expectations, investor sentiment remains on a high, according to a new survey by Investment Trends....
Financial planning
Industry executives are questioning the wisdom behind suggestions that financial planners should move their clients away from investment platforms....
Funds management
Morningstar’s review of the Asian equities and emerging markets funds space in 2012 has seen one downgrade and two upgrades, with Colonial First State achieving the highe...
Funds management
New research suggests Aussie investors are increasing their exposure to global equities, but their appetite seems to be moving from East to West. ...
Life/Risk
Younger Australians are more likely to say they have life insurance than those nearing retirement, according to new research conducted by TAL. ...
Financial planning
The next 12 months will see 78 per cent of small businesses in Australia planning to spend more time on social media as a means of growing their business, according to th...
Financial planning
Despite posting consistently higher satisfaction ratings than its big four counterparts, Westpac has reported the lowest overall reputation score among business customers...
Financial planning
Latest figures from Radar Results indicate risk clients under 50 are a planner’s most valuable asset....
Funds management
New US research points to growth in self-directed investment and how firms are positioning themselves....
Financial planning
New research suggests planners are finding 2013 profitable despite the impact of legislative change and continuing market uncertainty....
Accounting
Accounting was the fastest-moving profession in the last quarter with external auditors taking out the top spot for job vacancies, according to the latest figures from SE...
Funds management
The retail funds management sector grew by 14.7 per cent to $471.7 billion in 2012, according to Plan for Life....
Financial planning
Ratings house van Eyk has completed the purchase of NZ-based Perpetual Asset Management and Perpetual Portfolio Management, the sale of which was first announced in Janua...
People & Products
Former S&P director of fund services Jeff Mitchell has joined Australian Unity Personal Financial Services as head of investment research....
Financial planning
The number of so-called “traditional” financial planners will decrease, with real growth to be seen in the risk specialist space, says Mercer advice head Jo-Anne Bloch....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
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...