RESEARCH AND RATINGS
Financial planning
Elixir Consulting has launched a follow-up survey to its Adviser Pricing Models Research which looks at obstacles and methods used by financial planners in creating a fee...
Financial planning
A significant proportion of financial planners are unaware of the business model of their research providers, a Money Management survey suggests....
Financial planning
With traditional income-yielding investments such as government bonds delivering poor yields, there has been significant growth in the number of income funds that are bas...
Financial planning
S&P Fund Services has placed AMP Capital Global Property Securities Fund 'on hold' following the announcement of the departure of AMP global portfolio manager for Europe ...
Policy & Regulation
FOS to swim in dark after FOFA; Planners unaware of research house business models; Claim-time help a good value proposition and more. 7 days of news in under 4 minutes. ...
Financial planning
Morningstar has taken a cautious view of fully hedged international share funds in its International Equities Sector Wrap-up, with only two of the 49 strategies given the...
Financial planning
Australia's two-speed economy is significantly benefiting the resources, professional services and information technology industries, according to Hudson's latest Employm...
Financial planning
Australia's two-speed economy is significantly benefiting the resources, professional services and information technology industries, according to Hudson's latest Employm...
Life/Risk
Australian insurers will spend $5.2 billion on IT products and services in 2012, according to technology research company Gartner....
Superannuation
While recent research into the investment trends of SMSFs indicate that exchange traded funds (ETFs) are growing in popularity, for Graeme Colley, superannuation strategy...
Financial planning
Money Management's recent Rate the Raters survey found while most ratings houses were well regarded by dealer groups there were some mixed views on the varying business m...
Life/Risk
The way professional indemnity (PI) underwriters assess a financial planner's risk coupled with ambiguous regulatory guidelines means a fresh approach to product regulati...
Financial planning
Choice’s view that the quality of financial advice in Australia is "among the worst" is not the fault of financial planners but the industry as a whole, according to Omni...
Financial planning
Portfolio manager departures and turnover are having a significant impact on the performance of Australian equity funds, morale and investor relationships, according to t...
Editorial
The use by Industry Super Network (ISN) of research and surveying organisations to help prosecute its agenda with respect to financial planning represents the transfer of...
Never miss the latest news and developments in wealth management industry
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...