RESEARCH AND RATINGS

Financial planning

After more than two years under new ownership, research house Lonsec has branched out into the online space, launching a planner portal aimed at retirement advice and por...

Funds management

Managers with diversified investments strategies are using more beta positions and asset allocation moves to boost portfolios....

Financial planning

Latest research shows business confidence in the finance and insurance industries received a significant boost as a result of the federal election. ...

Funds management

Zenith Investment Partners has observed significant progress by multi-managers in the areas of investment implementation and risk management as part of its latest diversi...

Life/Risk

Advice professionals give muted okay to life company support services....

Superannuation

A compilation of industry research into retirement points to a deep concern around financing life after work – but Australians are taking little action to solve the probl...

Funds management

Australian and NZ markets in step as investment returns drive funds growth....

Funds management

Speculation about what the US Federal Reserve might do has resulted in a decline in sentiment among investors in North America, and continues to worry Asian investors....

Financial planning

Small business owners under the age of 40 are increasingly more likely to use social media to bolster their operations and communications. ...

Financial planning

More than a million customers have ended their relationship with a financial institution in the past year, with ANZ reporting the highest proportion among the major four ...

Superannuation

Energy costs are on the rise, according to figures from ASFA, and retiree budgets in Victoria are suffering....

Funds management

Strong investments and flows drive masterfund sector growth....

Superannuation

The median balanced option gained 0.4 per cent in August....

Superannuation

More than nine out of 10 Australians do not know the value of the age pension despite the high probability it will be their main form of income in retirement, a survey ha...

Financial planning

Trustworthiness and relevant qualifications are clients’ top considerations when choosing a financial adviser, according to a survey conducted by a global financial plann...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

4 weeks ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 3 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

2 weeks 6 days ago