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 ...
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...
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. ...
Policy & Regulation
The IPA has said if Federal Government does nothing to alleviate small business costs, the likely outcome is job cuts....
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...
Financial planning
Suncorp has identified a hidden Generation B which is “breeding, busy and burdened”....
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....
Life/Risk
The life insurance sector has grown by around $200 million in the last quarter of 2012....
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 ...
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....
Funds management
Investment banks in Australia are in the process of cutting the salaries of new local hires on the back of falling revenue. ...
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....
Financial planning
AFA survey reveals most believe accountants should be held to FOFA standard rather than APES 230....
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....
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....
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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...