RESEARCH AND RATINGS

Financial planning

Traditional planning processes often fail to take into account the psychology and specific needs of women, according to CBA executive general manager of advice, Marianne ...

image
Life/Risk

New research from LifeInsuranceFinder.com.au has found that more than 65 per cent of Australians do not have adequate life insurance while almost 80 per cent have no inte...

image
Financial planning

Australian investors expect the All Ordinaries index to return 8 per cent over the next 12 months, according to an Investment Trends Survey. ...

image
Policy & Regulation

The IPA has said if Federal Government does nothing to alleviate small business costs, the likely outcome is job cuts....

image
Financial planning

Australians in retirement have a more positive perception of their financial wellbeing, according to a report from the Department of Families, Housing, Community Services...

image
Financial planning

Suncorp has identified a hidden Generation B which is “breeding, busy and burdened”....

image
Financial planning

Banks and financial institutions figure the poorest when it comes to engagement from their Facebook fans, according to the latest report from The Online Circle....

image
Life/Risk

The life insurance sector has grown by around $200 million in the last quarter of 2012....

image
Financial planning

Small businesses in the finance and insurance industry were the most likely to report a rise in revenue for the last year, according to a survey conducted by accountancy ...

image
Funds management

Small caps returns were abysmal in 2011 and restrained in 2012 but conditions in 2013 should lead investors to revisit small cap allocations, Lonsec says....

image
Funds management

Investment banks in Australia are in the process of cutting the salaries of new local hires on the back of falling revenue. ...

image
Funds management

The Australian funds management industry is the fourth largest in the world and has reached its $2 trillion milestone at the end of last year....

image
Financial planning

AFA survey reveals most believe accountants should be held to FOFA standard rather than APES 230....

image
Superannuation

According to an Aon Hewitt survey, more than 50 per cent of employers are yet to decide what to do about new default arrangements....

image
Financial planning

National Australia Bank (NAB) has ranked first as the safest bank in Australasia and number 16 in the world, the latest report from Global Finance states....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

4 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

6 months 2 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 5 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

4 days 16 hours ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

5 days 20 hours ago