RESEARCH AND RATINGS
Editorial
PortfolioConstruction Forum asked the major funds research houses for an update on their on their most recent projects....
Financial planning
Research house Standard & Poor's Fund Services (S&P) has downgraded a BlackRock fund to two stars and upgraded a Schroders fund to five in its style-neutral peer group, p...
Financial planning
Standard & Poor's Fund Services has announced its ratings on all Aviva Investors Australia products remain unchanged, following the sale of the business to nabInvest....
Financial planning
Industry platform providers have come out swinging against a recent Investment Trends report suggesting they are not delivering on their direct share platform offerings....
Financial planning
Australian retailing stocks are trading at close to their lowest valuation in 15 years, but an ease in interest rates may very well provide the catalyst for a market reco...
Financial planning
CFS Wholesale Equity Income, K2 Australian Absolute Return, Platinum International and Platinum Asia have all maintained a 5 star rating in Standard & Poor's latest repor...
Financial planning
Standard & Poor’s will launch International Equities Research services for the Australian market on 1 September, 2011....
People & Products
Colonial First State Global Asset Management (CFSGAM) has hired a new senior analyst within its global resources team, who will focus primarily on the soft commodities se...
Financial planning
Financial planning roles have increased 17 per cent year-on-year, showing stronger demand for financial planning staff as firms continue to recover from the GFC....
Financial planning
Inflows into the life insurance risk market have grown 10.4 per cent over the year to March 2011, reaching $9.5 billion....
Superannuation
While it is widely known that the expenses of retirees aged 70 are well above the full age pension, expenses for those aged over 90 still far exceed allowances from the G...
Financial planning
PortfolioConstruction Forum asks the major funds research houses for an update on the state of the market and their most recent projects....
Editorial
PortfolioConstruction Forum asks the major funds research houses for an update on the state of the market and their most recent projects....
Financial planning
Lower costs for consumers and efficient administration were the top two factors advisers would like their platform provider to improve....
Financial planning
Separately managed accounts (SMAs) play a greater role with planners who recommend them, but the adoption rate appears very slow, according to the new report by Investmen...
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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...