RESEARCH AND RATINGS
Financial planning
The mortgage market is set for a strong start this year as first home buyers take their biggest step towards lending since February 2010, according to new data from RateC...
Financial planning
Satisfaction levels in relation to the consumer banking industry reached a 15-year high in December 2011, according to new data from Roy Morgan Research....
Financial planning
Satisfaction levels in relation to the consumer banking industry reached a 15-year high in December 2011, according to new data from Roy Morgan Research....
Funds management
While the allocation to cash has become more popular among self-managed superannuation fund (SMSF) trustees, so too has the interest in property signalled a growing trend...
Policy & Regulation
Professional Investment Services has warned of PI inconsistencies in the FOFA legislation best interests provisions....
Financial planning
Market neutral funds provide some of the best investment opportunities, but are too often overlooked in the Australian market, according to research and ratings house Zen...
Financial planning
Market neutral funds provide some of the best investment opportunities, but are too often overlooked in the Australian market, according to research and ratings house Zen...
Financial planning
Russell Investments has this week trumpeted the fact that, for a second year in a row, its multi-manager funds have been accorded a 'highly recommended' rating by ratings...
People & Products
BetaShares Capital has appointed Vinnie Wadhera as director, portfolio and national account sales....
Financial planning
More than half of Australian investment managers believe the value of the S&P/ASX 300 is set to finish higher in 2012 than current levels, but remain weary of world marke...
Financial planning
Hiring intentions in the finance, insurance and real estate sector have fallen since the last financial quarter, with only one in five employers expecting to increase hir...
Financial planning
All major institutions have reported falls in funds under management (FUM) over the past 12 months, with the sector experiencing its worst performance in three years....
Financial planning
Lonsec has lost its research contract with Australian Unity Personal Financial Services, as the firm selects Morningstar as its new research provider....
Financial planning
Women often lack knowledge on financial products and are frequently focused on household expenses before they consider seeking financial advice....
Editorial
Real estate investment trusts (REITs) are worth persevering with as an asset class, even if allocations within a portfolio are low for the time being, according to Tim Fa...
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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...