RESEARCH AND RATINGS
Financial planning
Across an average planner's client base, there is about $3.2 million sitting in cash that would have otherwise been invested in growth assets, but hasn’t been due to mark...
Financial planning
One in 10 adult Australians have misrepresented their personal financial circumstances when applying for credit, according to new research....
Accounting
Finance and accounting practitioners have fared well in the latest round of salary surveys, receiving one of the highest pay increases across the board at 4.1 per cent....
Financial planning
Research house Standard & Poor's Funds Services (S&P) has downgraded the AMP Capital Sustainable Share A fund to two stars after removing its 'on hold' rating....
Financial planning
The Australian Securities and Investments Commission (ASIC) has turned its attention to the inner workings of the investment research industry, including research houses'...
Financial planning
Melbourne-based dealer group Securinvest Financial Planners has selected Zenith as its principal research adviser....
Funds management
Australia and China are leading the global real estate recovery, with the Asia Pacific region set to surpass the United States to become the second largest commercial pro...
Financial planning
Investors should maintain an overweight position in global equity markets relative to overvalued bonds, according to Mercer....
People & Products
Research house Standard and Poor's Fund Services (S&P) has given an 'on hold' rating to the Perpetual Wholesale Concentrated Equity Fund, following the announcement that ...
Financial planning
Mercer's Global Manager Search Trends 2011 has revealed a renewed interest in emerging markets and alternative assets, as institutional investors seek greater diversifica...
Funds management
Global listed property strategies are likely to pay income distributions from 30 June, 2011; however, the risks of a fluctuating currency remain, according to Morningstar...
Editorial
PortfolioConstruction Forum asks the major research houses about their most recent projects and appointments....
Financial planning
Opinion is divided as to whether corporate governance hinders entrepreneurial activity, a survey of 250 chief financial officers (CFOs) of listed companies in Australasia...
Financial planning
Over half of advisers surveyed have neutral feelings towards the Federal Budget announcements, with only 24 per cent positive and 18 per cent negative, according to Midwi...
Funds management
A Standard & Poor's (S&P) analyst has said that investors who paid for active returns in the Australian fixed interest sector have been receiving them throughout 2010, si...
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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...