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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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...