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RESEARCH AND RATINGS

Financial planning

Law firm warns that ratings houses could be partially liable for money lost by investors in financial products they rate, following a landmark ruling in the Australian Fe...

Superannuation

The same company which produced research claiming FOFA would make advice cheaper is now in the headlines for giving women more super than men....

Life/Risk

Pan-Asian insurer AIA Group has boosted new business by more than 25 per cent. ...

Financial planning

New US research suggests planners need to be careful about making assumptions about what female clients want....

Funds management

Zenith Investment Partners’ Daniel Liptak has joined newly-established specialist institutional consulting firm ZG Advisors. ...

Superannuation

Research reveals a smaller proportion of super fund members intends to leave and set up a self-managed super fund....

Financial planning

The majority of chief executives in Australia believe technology plays a significant role in developing and bringing new financial products to the Asian market, according...

Financial planning

Planners who specialise in SMSF advice derive almost half of their revenue from this advice ...

Funds management

Australian assets have delivered a trifecta for investors over the last 10-20 years - but that is likely to change, say Russell Investments. ...

Financial planning

Zenith Investment Partners will provide research to ESI Financial Services, the financial planning arm of 49,000-member industry superannuation fund Energy Super. ...

Financial planning

New FOFA research commissioned by industry funds is at odds with reality, according to financial planning executives. ...

Superannuation

ASFA calls for community involvement in survey to gather views on the future of Australia’s super system....

Financial planning

SMSF investors have a higher propensity to seek out and value advice than non-SMSFs, while nearly half of recent SMSF investors are under the age of 30....

Funds management

The current average interest rate on a 12-month term deposit is seeing Australians barely breaking even – but cash continues to be a popular investment vehicle....

Funds management

New analysis from CFS Global Asset Management points to how higher savings helped with deleveraging and the risks associated with a lower currency....

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MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

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After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

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A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

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WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

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