RESEARCH AND RATINGS
Funds management
New data from Towers Watson has found that its clients have increased their allocation to hedge fund and private market strategies by 70 per cent since 2010, finishing th...
Financial planning
New research suggests job opportunities have shrunk for investment advisers, financial brokers and dealers....
Superannuation
Total estimated assets for the superannuation fund sector rose by $192.2 billion to $1.51 trillion over the 12 months to 31 December 2012, according to APRA. ...
Life/Risk
The life insurance remains one of the more buoyant sectors of the financial services industry, according to the latest data released by the Australian Prudential Regulati...
Funds management
According to Towers Watson, fund managers’ return expectations for US and Australian equity markets are at their lowest since 2008....
Funds management
Applying economic, social and governance (ESG) criteria to the construction of a sovereign debt portfolio can help to minimise reputational risk, according to a new repor...
Financial planning
BT's Australian Financial Health Index has shown many Australians are living hand-to-mouth and are unsure of how to fulfill their desire to save more....
Financial planning
An industry body representing credit unions and mutual banks has launched the Balance Banking campaign, calling for an independent inquiry into Australia’s banking system...
Funds management
van Eyk has warned advisers and clients not to jump into any investment decisions based on New Year predictions....
Funds management
Financial adivsers must understand the interplay between different client objectives and how they impact each other, according to Lonsec’s Lukasz de Pourbaix....
Superannuation
More than half of SMSF trustees fail to change to a more defensive asset allocation as they move into retirement. ...
Superannuation
SMSFs may be the fastest-growing segment of the superannuation industry but there are also high exit levels, according to data provided to the SPAA national conference in...
Financial planning
Increased regulatory scrutiny faced by research houses from 1 September this year might result in increased costs....
Financial planning
Fraud victims are often reluctant to report the crime, according to Australian Crime Commission director Dr David Lacey. ...
Funds management
A Multiport survey has found falling interest rates in recent months have resulted in SMSFs slightly decreasing their cash holdings in favour of fixed income and direct p...
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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...