RESEARCH AND RATINGS

Funds management

Merger and acquisition (M&A) activity is tipped to rise in 2013, with 10 per cent of fund managers planning to acquire another business in the next five years, a report s...

Funds management

Too many small business owners are reliant on the sale of their business to fund their retirement....

Funds management

The longer the debt crisis continues the greater will be the divide between leaders and laggards in the institutional world, according to CREATE chief executive Professor...

Funds management

The reverse mortgage sector has flourished in the last year, but customers are still being limited by a dwindling number of providers, a Deloitte snapshot shows....

Life/Risk

Confusion or ambivalence about life insurance could be putting the industry at risk, a survey suggests. ...

Funds management

Macquarie Group has reaped the benefits of integrating Perpetual’s Private Wealth Platform into its wrap business, recording a 46.7 per cent increase in retail managed fu...

Financial planning

New research suggests one in four financial services firms running core systems on legacy technology....

Life/Risk

It has become ever more important to be a planner’s most-used insurance provider, according to research by Investment Trends....

Superannuation

Super funds which lose members to SMSFs are unlikely to see them come back....

Financial planning

The recent change in Government could help to boost business confidence and increase hiring across the banking and financial services sector, according to Hays Banking di...

Funds management

ETFs have hit record highs on inflows as advisers make them a central part of portfolio plays....

Financial planning

Australia’s growing “class action mentality” and the emergence of litigation funders have created fertile ground for claims against participants in the financial services...

Funds management

Contracts for difference (CFD) trading remains popular among local investors, with Australia recording the second-highest adoption rate of CFDs when compared to Singapore...

Superannuation

New research shows AMP Group has had very little success at selling banking products to its superannuation customers, unlike the Big Four. ...

Superannuation

Rising unemployment and slowing GDP, combined with leakage to the self-managed sector, could be behind a slow year of growth in superannuation contributions....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 1 week ago

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

5 months 2 weeks ago

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

7 months 2 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

1 week 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...

3 weeks 1 day ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

1 week 5 days ago