RESEARCH AND RATINGS
Financial planning
An overwhelming majority of financial planners and brokers agree bond exchange traded funds (ETFs) need to be better explained before they are accepted, according to a su...
Financial planning
<b>S&P Data:</b> Standard & Poor's Star Ratings are a forward looking qualitative assessment of a manager's ability to consistently generate superior risk-adjusted fund r...
Financial planning
An ASIC consultation paper has proposed that research houses improve transparency and clearly separate their business units in order to manage real or perceived conflicts...
Funds management
Private equity appears to have outperformed according to the results of the latest Cambridge Associates index....
Life/Risk
Financial planner satisfaction with life insurers remains high but some are looking for alternatives, according to the Investment Trends 2011 Planner Risk Report....
Financial planning
MLC's Horizon and BlackRock Wholesale Balanced Fund have been downgraded in Standard & Poor's second release of Multi-Sector Funds for 2011 Review....
Financial planning
The Exchange Traded Fund (ETF) industry is continuing to gather pace in Australia, according to the latest data released by specialist BetaShares....
Financial planning
Despite the turmoil of global markets, Australians are optimistic about the Australian property market and the state of the economy as a whole, according to the latest re...
Financial planning
WHK Group has appointed Mercer to provide investment research support and Macquarie Private Wealth to provide share execution services following a competitive market tend...
Financial planning
Advertised financial planning industry job vacancies have fallen over the last three months to 31 October 2011 due to regulatory change and institutional mergers, accordi...
Editorial
Evan Erlanson takes a look at the broader Asian market and identifies opportunities based on countries' economic orientation....
Financial planning
Despite a wave of indiscriminate selling by Western investors, the fundamentals remain strong for Asian equities, writes Tim Stewart....
Financial planning
Ratings house Standard & Poor's Fund Services (S&P) has left its four-star rating for the Australian Unity Healthcare Property Trust in place, despite the fund entering i...
Funds management
Catastrophe bonds help companies to reduce the risk of loss from extreme events and are a useful source of diversification for investors, according to Van Eyk Research....
Financial planning
The global financial crisis (GFC) acted as a catalyst for many financial planners to change their business models - something that has placed them in good stead as they d...
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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...