RESEARCH AND RATINGS

Life/Risk

Strong risk sales follow two quarters of falling sales...

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Financial planning

Planners encouraged to assess research house compliance with new regulatory standard....

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Accounting

Accountants like platforms for ease of use but remain cautious based on their underlying cost....

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Financial planning

New Deloitte research reveals the increasing use of remuneration clawbacks for financial services executives but not for the upper-most echelon of management....

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Superannuation

Australia’s custodian and administration sector has hit $2.16 trillion in total assets under custody for Australian investors, growing by 6.7 per cent for the six months ...

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Superannuation

A new research centre that focuses on superannuation and brings together the CSIRO and a number of universities has been launched today....

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Financial planning

Some sections of the financial planning industry do not have a full understanding of what research houses do and to what extent their ratings can be relied upon. ...

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Financial planning

Dealer services model offers succession plans to more than 700 planners....

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Financial planning

New survey suggests cost-containment strategies can be counter-productive....

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Superannuation

SMSFs grow by 7 per cent for past 12 months....

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Superannuation

The Industry Super Network has attacked CPA research linking superannuation and household debt....

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Funds management

New ABS data confirms that home ownership and super are the main contributors to Australian household wealth....

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Funds management

Morningstar has been named the Money Management Research House of the Year, wresting the title from Lonsec which had won it for the past several years....

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Financial planning

The Australian online share trading market appears to have strengthened despite a drop in the overall number of traders....

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Funds management

Account-based pensions overlooked as investment vehicle....

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Simon

Who get's the $10M? Where does the money go?? Might it end up in the CSLR to financially assist duped investors??? ...

4 days 1 hour ago
Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week 4 days ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week 4 days ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago